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Last Updated: 09/25/2025
in Portal User Guide
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Note : You do have to subscribe to the Documents Module and ‘ftwPortal Pro’ to post annual notices. To batch generate batch Annual Notices, select the Wolters Kluwer logo >Batches>DocPrint : In the DocPrint menu you will first need to creat...
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Correction for Payer TIN
Note that if users have reported information for an incorrect Payer TIN, that the Payer TIN should be corrected via a letter to the IRS; see the IRS instructions for details. New for 2014 and current, users will b...
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Last Updated: 09/25/2025
in 1099 User Guide
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To get to the mapping information for a field, select the census grid that will be used for the plan from the "Data Entry Grids" page. When you select a census grid to edit/copy, you are brought to the "Edit Data Entry Grid" page. Click "Update and ...
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To edit a grid, click on the “Change” link next to current Census Grid or from the Compliance Menu, hover over Census and select the Create/Edit Grids option. This will open the Compliance Grids pop-up box. From here, select the grid you wish to edi...
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If you are setting up a new plan, the first step on this page is to select the census grid for the participant data that you will be uploading. Click on the “Change” link to select, edit, copy, or change the Current Census Grid. From the drop-down...
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Last Updated: 09/19/2025
in DC Compliance User Guide
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There are three questions related to determining retirement age. Please note that these questions will be determined by the plan document. If “Age only” applies, the system will only look at a participant’s age to determine if normal retirement a...
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The vesting section is where certain vesting related settings can be found, such as vesting service computation method, computation period and vesting exclusions. Additionally, this is where the global option to override prior years of cumulative ye...