Updated Articles

  1. Part 3: Servicing Loans and Loan Reports

    Last Updated: 06/26/2025 in DC Compliance Loan User Guide

  2. Part 2: Create a New Loan in the Loan Module.

    Last Updated: 06/26/2025 in DC Compliance Loan User Guide

  3. Part 1: Loan Module Set-up

    Last Updated: 06/26/2025 in DC Compliance Loan User Guide

  4. Introduction

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide

  5. Compliance Quick Start Guide

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide Introduction
    This guide is intended to give a quick tour of how the ftwilliam.com Compliance Module works. Many features of the software are not discussed in this guide but are explained in the Compliance Module User Guide. You can access the full User Guide b...

  6. Part 6: Tasks

    Last Updated: 06/26/2025 in DC Compliance User Guide

  7. General Training 2

    Last Updated: 06/26/2025 in DC Compliance Help Center General Training Videos
    This video covers the tasks within the compliance module including scrub/eligibility, calculating employer contributions and testing ...

  8. General Training 1

    Last Updated: 06/26/2025 in DC Compliance Help Center General Training Videos
    This video covers creating a company/plan, general navigation, support resources, plan specifications and census. ...

  9. QS Part 2: Compliance Menu - Plan Specifications

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide

  10. QS Part 2: Compliance Menu - Plan Specifications

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide QS Part 2: Compliance Menu - Plan Specifications
    The first time in the module you land on the Plan Specifications page with the Sources & Investment accounts section expanded. After the first time you can go to the Plan Specifications from the Compliance Menu box at the top of the screen, hover ...
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