Adding Plan Year-ends in Batch
Watch a demo of how to add a new year-end to multiple plans at one time.
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End of Year Checklist
Suggested checklist for closing out the old plan year and adding the new...
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Error message on a test report
If you see an error message such as 'Computed count does not match count...
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Fixing duplicate participant records in the census
For example you might have two records for John Doe, with the same SSN ...
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MAC Users- Saving csv Files
If you use a MAC rather than a PC, when saving a csv file to upload into...
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Materials from Refresher Training on the ftwilliam Compliance Software February 6, 2018
Please use the links below to access the recording & materials from the ...
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Problems Seeing all the Options in the Drop-down Boxes
If you are unable to see all the listed options in the drop-down boxes i...
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Recording of Webinar on the ftwilliam.com Compliance Software New User Interface July 2015
The webinar was held on June 4, 2015. Click the URL below to access the...
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Troubleshooting uploading the census
If you are unable to upload your worksheet the following are possible r...
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