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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...
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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...
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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...
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Last Updated: 08/19/2025
in Documents User Guide
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Last Updated: 08/19/2025
in Documents User Guide
The Plan Document software helps you draft Plan Documents and other supporting documents as you complete the online Checklist found on the Edit Plan screen. Some of the data entered within the Checklist automatically populates sections of IRS Form...
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After you have created a Company, you can add new plans to associate with a company. If you used 55Autofill to add a Company, all plans reported to the DOL which are associated with the EIN will be added to the system for you. To add a plan to...
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Last Updated: 08/19/2025
in Documents User Guide Plan Menu
Deleting a plan will permanently remove the plan from the system, as well as all completed forms and filings. If you might need access to the plan again in the future, we recommend you mark the plan as one you are no longer responsible for. Plans ...
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Last Updated: 08/19/2025
in DC Compliance
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Batch adding new plan year ends for subsequent years is done by selecting “Tools/Settings” > “Batch Add Plan Year End” from the Compliance Tasks web page. This option will bring up a pop up box to enter the new plan year end. After selecting the...
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Once you press the “Compliance” button for a plan, you will be taken to the Compliance page where the system will have the “Add Year End” box ready for you to enter the first plan year end you want to work on. After entering the plan year end into...