Updated Articles

  1. Part 3: Navigation

  2. 3.3. Tabs

    Tabs are located on both the left and right side of every page. Clicking these tabs will take the user to one of the main screens in the software, such as the Census, Tasks or Transactions, as applicable. The options change depending on which page...
  3. 3.2. Breadcrumbs

    Breadcrumbs are located at the top left of every page in ftwilliam.com. Clicking on any part of the breadcrumb will take the user back to that part of the software. ...
  4. How to Add or Edit Contact Types with ftwPortal Pro

    To Edit/Add Contact Types, you do have to be the Master Admin User or a Designated Admin. The “Edit Contact Type” window may be accessed two different ways. 1. Select the Wolters Kluwer Logo>Administrative Tasks>Portal/Workflow>Edit Contact types...
  5. Permissions, Contact Types, and Document Classifications

  6. Completing 5500 Forms and Schedules

  7. Adding Summary Annual Report or Annual Funding Notice

    To add a Summary Annual Report (SAR) or Annual Funding Notice (AFN), click on the link to the corresponding notice within the "Add Schedules" box. If you add the SAR, you will not have the option to add the AFN until you delete the SAR from the "D...
  8. Add Forms and Schedules

    In order to work with any form or schedule, you must first add the form to the 5500 - Year box. There are a few ways to get started: Manual Entry. Click on the appropriate form in the "Add Schedules" box. Once a form/schedule has been sele...
  9. Prior Plan Simple Upload Procedures

    PPA versions of the defined contribution documents are now available on the ftwilliam.com system.  There may still be times when you would need to add an EGTRRA version of these documents. This guide walks you through how to set up a new EGTRRA do...
  10. Upload Company/Plan Data