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Videos
Plan Document - Using the ftwPro Amend Tool
Plan Document - MEP-PEP Document Tool
Plan Document - Edit Plan Screen
Plan Document - Edit Company Screen
Plan Document - DocPrint Printing
Plan Document - Adding Companies/Plans
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Misc - General

Affiliated vs. Non-Affiliated Service
How to Transfer Plans from one FTW Account to Another
Protected Benefits
State of Commonwealth for Choice of Law

Document Resources
Clone Plan Feature
FTW Online Usage Agreement
How can I access a GUST Document?
Setting and Using ZZZ-Defaults
What is a Certification of Interim Amendments?
Where Can I Find FTW Signed Sponsor Amendments?

Selecting Plan Types
Solo 401(k) - One Participant Plans

Eligibility
Types of Automatic Contribution Arrangements
Covered Employee in an Eligible Automatic Contribution Arrangement (EACA)
Break in Service

Safe Harbor
Establishing a New Safe Harbor 401(k) Plan Mid-Year
Maybe Safe Harbor Contribution - Does This Still Apply After the SECURE Act?
MId-Year Changes to Safe Harbor Plans
Offsetting Employer Contributions with Safe Harbor (Question C.15e.)
Safe harbor nonelective contribution with follow-up notice – is an amendment to the plan required?

Compensation
Deemed Section 125 Compensation
Differential Military Pay
Exclude Bonus Pay from the Definition of Compensation
Section 415 Compensation Definitions
Self-Employed Compensation

Contributions
Elective Deferral Election – Percentage, Dollar or Both
Prevailing Wage (Davis-Bacon, Service Contract Act) Contributions
Separate Deferral Election for Bonuses or Special Pay
True-up Language in Basic Plan Document – Post PPA (Cycle 3)

Distributions
Missing Participants/Beneficiaries
Other Involuntary Force-Out Distributions
Plan Document Default Beneficiary
Required Minimum Distributions and Change of Status
Trust as Beneficiary
When Does a Forfeiture Occur

Rollovers
IRS Rollover Chart - what can/can't be accepted

SPD
SPD/SMM Distribution