-
Last Updated: 08/27/2025
in DC Compliance
-
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...
-
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. ...
-
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...
-
Last Updated: 08/25/2025
in Portal User Guide
-
Last Updated: 08/20/2025
in 5500 User Guide
-
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...
-
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...
-
Last Updated: 08/19/2025
in Documents User Guide
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...
-
Last Updated: 08/19/2025
in Documents User Guide