Adding Plan Year-ends in Batch
Watch a demo of how to add a new year-end to multiple plans at one time.
End of Year Checklist
Suggested checklist for closing out the old plan year and adding the new...
Error message on a test report
If you see an error message such as 'Computed count does not match count...
Fixing duplicate participant records in the census
For example you might have two records for John Doe, with the same SSN ...
MAC Users- Saving csv Files
If you use a MAC rather than a PC, when saving a csv file to upload into...
Materials from Refresher Training on the ftwilliam Compliance Software February 6, 2018
Please use the links below to access the recording & materials from the ...
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...
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...
Troubleshooting uploading the census
If you are unable to upload your worksheet the following are possible r...