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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
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