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DC - Compliance

Compliance Resources
Explanation of Census Fields
Compliance Software User Guides
Compliance Quick Start Guides
Loan User Guides

Videos
Vesting Calculation for LTPT and Former LTPT Employees
DC Compliance - General Training 1
DC Compliance - General Training 2
DC Compliance - General Training 3
Create/Edit Grid and Grid Mapping
New Comparability and Cross-Testing
See all 13 articles

Tools/Settings Menu

Options in the Tools/Settings section of the Compliance menu

Export/Import Plan Tool
Export Import Plan Tool Tutorial Video
Global Participant Search
Print Settings
How to Clone a Plan in the Compliance Module
Batch Adding Plan Year-Ends

Train the Trainer Materials

Materials from the 2016 & 2017 Train the Trainer sessions

Train the Trainer Troubleshooting Handout 2017
Train the Trainer Basic Training 2017

Miscellaneous
Adding Plan Year-ends in Batch
End of Year Checklist
Error message on a test report
Fixing duplicate participant records in the census
MAC Users- Saving csv Files
Materials from Refresher Training on the ftwilliam Compliance Software February 6, 2018
See all 9 articles

Portal Pro Customers
Batch Census Worksheet
Batch Online Annual Questionnaire
Sending the Census to the Portal
Global Email Settings ("Admin" tab)
Pre-Populating the Online Annual Questionnaire with Plan Checklist Questions
Setting Questions as "Required" in the Online Annual Questionnaire

Eligibility
Long-Term Part-Time (LTPT) Employees - Eligibility
Excluding a Class of Employees
Recalculating Eligibility & Entry Dates
Eligibility or entry dates are incorrect
Error Messages on the Scrub Results Screen
Clearing bad termination dates
See all 8 articles

HCEs & Keys
Top Paid Group - Tie Breaker Determination
First year on ftw - if the Top Paid Group option is selected
Someone should be an HCE or key and is not

Contributions
How should you code the allocation parameters screen for a plan with triple stack match?
I'm uploading match on the census but the amounts are not sticking
When I do the allocation the nonelective contributions are not calculating
How do I handle a non-calendar year plan on ftw so that the 402(g) limit and catch-up contributions are calculated correctly?

Vesting
How to Hard Code a Participant's Vesting
Vesting is incorrect for several active participants
Why are my prior year terms shown as 0% vested?
First year on ftw - vesting is incorrect

Loans
Conversion loans
Loans are an investment
The software is telling me there's no loan amount available but there is!
Conversion loan - amortization schedule from ftw does not match the one from the prior vendor.
How do you delete a loan?
Loans - No links to the loan module

Top Heavy Testing/Top Heavy Plans
Top-heavy minimum amounts not being calculated
In-service distributions are not being added back to the balances in the TH test
My top heavy test shows zero balances

Compensation
Self Employment Compensation - IRC 164(f) deduction calculation in ftwilliam.com
414(s) Compensation Test - How do I enter compensation for the test?

Compliance Software User Group Materials

You can access slides used for previous user group meetings, and other materi...

Troubleshooting Guide for the ftw Compliance module
Alphabetical List of User Group Topics
#73 Recording from User Group Meeting 12/8/2020
#72 Slides & Recording from User Group Meeting 11/03/2020
#71 Slides & Recording from User Group Meeting 09/01/2020
#70, Slides & Recording from User Group Meeting on 08/04/2020
See all 70 articles

Allocations
Self-Employment Income Calculation
'Maximize' option won't work for the Nonelective Contribution
Allocation won't run or not all contributions are calculated

Transactions
Vendor files - File types & tips
Vendor Upload: List of KTRADE Sources and Descriptions
Payroll Module
Distribution Module
Sample Principal File
Allocating Fees
See all 16 articles

Sources & Investment Accounts
Source Codes
Participant investment splits