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- How to Manually Enter Payer Data
- How to Batch Import Payer Taxpayer Identification Numbers (TINs)
- How to manually enter payee/participant data
- How to batch import payee/participant data
- Edit Checking
- Form 945
- Preparing a 945 batch - ftwPro 945Wiz
- Accessing and Preparing 1099 Module Forms for Printing
- Printing Form 1096
- Printing Copies of Form 1099
- ftwilliam.com's fulfillment service
- ftwilliam.com's state fulfillment service
- 1099 State Help: SmartCharts and technical documents
- Checking on your fulfillment - Completion Dates
- Preparing a .txt file for the FIRE website
- Corrections for batch submitted forms
- Correction for Payer TIN
- Copying Data From a Prior Year
- Rolling over data from a prior year
- A list of Foreign County Codes
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- Add Forms and Schedules
- Adding Summary Annual Report or Annual Funding Notice
- Enter Information on a Form 5500 schedule
- Saving Changes
- Consulting Official DOL Instructions
- Edit Checks
- Print All FINAL Schedules (Print Options)
- Upload and Download Center
- Deleting a Form 5500 Schedule
- Deleting an Attachment
- Inviting Portal Users to the Portal to Edit, Review and/or Upload Attachments
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- Global Email Settings
- Email/Server Settings
- Portal Email Default Templates
- Portal Branding
- Portal Correspondence
- Go to 5500 Forms.
- Work with Signers/Portal Users
- 5500 > [Year] Screen
- Batch/Workflow
- Bring forward (prior year) data to (current year) for all plans
- Bring forward (prior year) signers to (current year) for all plans
- 5500 Workflow Grid; Batch Invite 5500/SF; Admin Summary Status
- Batch SAR and Batch Annual Funding Notice
- How To Complete Batch Local Sign
- Batch 5558
- Batch Lock 5500
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- Completing an 8955-SSA
- How to Create and Submit an 8955-SSA Batch
- Uploading Data to 8955-SSA - Batch (for multiple plans)
- 8955-SSA Batch Features
- How to Set Up and Allow for E-Filing of Form 8955-SSA by a Portal User
- How to Amend the Form 8955-SSA
- Printing
- Fulfillment
- Portal E-File
- Download FIRE Files
- How to Set Up the Client Letter for Form 8955-SSA
- How to Use the Most Current Form 8955-SSA for Prior Years
- How to Mask SSNs on the Form 8955-SSA and Participant Statements
- Participant Statements
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- FTW Step 2: Establish the Conversion Year & Date
- FTW Step 3: Populate Plan Specifications in the Conversion Year
- FTW Step 4: Verify the Primary Grid in the Conversion Year
- FTW Step 5: Conversion Data for the Conversion Year
- FTW Step 6: Additional Conversion Data & Compensation History
- FTW Step 7: Run Scrub for Conversion Year
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- 10.1. Use of the system for the first testing year
- 10.2. Use of ftwilliam.com Compliance system after the first year the plan is on the system
- 10.3. Eligibility History
- 10.4. Recalculate Initial Eligibility
- 10.5. Plan Aggregation
- 10.6. Aggregation of non-ftw plan with ftw plans
- 10.7. Disaggregation
- 10.8. HCE Determinations
- 10.9. Top Heavy
- 10.10. Compensation - Including Calculations for Self Employed Individuals
- 10.11. Overrides
- 10.12. Excluding a Class of Employees
- 10.13. Vesting
- 10.14. Age Weighted Allocations
- 10.15. JH Rate of Return
- 10.16. Davis Bacon
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- Setting up Global Email Settings
- Setting Up Global Email Settings for Divisions
- How to Test the Global Email Settings for 'Specify a Server'
- How to Test the Global Email Settings for 'Preparer's Email Program'
- What SMTP Server Error Messages Mean
- How to Edit or Clone Default Email Templates and Reminders
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- How to Send Documents to the Portal That Were Prepared in ftwilliam.com
- How to Publish a Document to the Portal for E-Signature That Does Not Originate in the FTW Software
- Description of the Client's E-signing Experience
- Sending and Receiving Direct Messages
- Saving Copies of Sent or Received Messages and Communications
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- How Do I Access the Portal?
- How Do I Log into the Portal?
- How Do I Reset My Password?
- How Do I Change My Password?
- How Do I Change My Challenge Questions?
- How Do I Change My Name, Email or Demographics?
- How Do I Find Help on the Portal?
- How Do I View the 5500 / SAR / AFN for My Plan?
- How Do I Sign the 5500?
- How Do I Sign the 5500 Using a Prior Year User ID and PIN?
- How Do I Check the Status of the 5500?
- How Do I Complete the 5500?
- How Do I Add Attachments to the 5500?
- How Do I View a Message I Received?
- How Do I Send a Message?
- How Do I View a Document?
- How Do I Sign a Document?
- How Do I See Who Signed a Document?
- How Do I Download the Annual Questionnaire?
- How Do I Upload the Annual Questionnaire?
- How Do I Download the Census Worksheet?
- How Do I Upload the Census Worksheet?
- How Do I Complete the Online Annual Questionnaire?
- How Do I Download the Online Annual Questionnaire?
- How Do I Mark a Task as Complete?
Updated Articles
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Pull Data from Compliance
Last Updated: 12/05/2024 in Distributions How to Use the ftwilliam.com Distribution Module Module OptionsIf you are an ftwilliam.com compliance user, you will benefit from the integration between DTS and Compliance. The software gives you the ability to pull data directly from the compliance software into DTS for Plan Terminations, Partial Plan Termina... -
Push to 1099
Last Updated: 12/05/2024 in Distributions How to Use the ftwilliam.com Distribution Module Module OptionsIf you will be preparing your Form 1099s in the ftwilliam.com software, you have the option to push all of the data that you collected in DTS directly into the Form 1099 Software. In order to do the push, please note the following: Your distributi... -
Sorting, Filters and Grid Export
The sorting, filters and export features are located on both the Global and Plan level dashboards. Each of the headers at the top of the grid can be used for sorting purposes. Simply click the header of your choice and the software will sort by alp... -
Update Distributions
You may also update records in batch. Simply select the records you want to update and then choose which field you wish to change. Currently you will have the option to update the Owner of the record, the Responsible for 1099 status and the Status o... -
Delete Distributions
If you need to delete distribution records in batch, simply select the records that you want to delete on the dashboard and then use the “Delete Distributions” button in the “Do With Selected” tool to remove them. Please note, if your record was ... -
Provider Options
ftwilliam.com has integration with the following Rollover Providers: In the DTS specifications for your plan, you can indicate which Rollover Provider the plan uses. Once you’ve collected data for all of your distribution records, simply selec... -
Download Audit Package
Last Updated: 12/05/2024 in Distributions How to Use the ftwilliam.com Distribution Module Do With SelectedAudit Trail Video In addition to download the distribution ‘Activity Summary’ for a specific distribution, you may also do this for all of your distributions at one time via the ‘Dot With Selected’ tool. This option will appear whether you are on... -
Send Attached Files
Last Updated: 12/05/2024 in Distributions How to Use the ftwilliam.com Distribution Module Do With SelectedOnce your files attached, you will also have the option to send these files via email to your plan sponsors and participants. Select “Send Attached Files” from the “Do With Selected” menu. When your recipient receives your email, they will need to e... -
Download Attached Files
Last Updated: 12/05/2024 in Distributions How to Use the ftwilliam.com Distribution Module Do With SelectedWhen the software is finished attaching your files, you can then proceed to batch printing. Click the same “Do with Selected” menu button and instead, click “Download Attached Files”. By doing this, the software will automatically create a zip file ... -
Attach files to distribution
Last Updated: 12/05/2024 in Distributions How to Use the ftwilliam.com Distribution Module Do With SelectedThe “Do With Selected” tool can be used to batch generates documents you created via the “Document Template Editor” along with forms provided by default from the ftwilliam.com Plan Document software. These forms are provided even if you do not...
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