Instructions Administrative Menu.

1. Print IRS Letters for Prototype & Volume Submitter Plans (Plan Document Package Only).
2. Print Blank Checklists for Prototype & Volume Submitter Plans (Plan Document Package Only).
3. Print List of Safe Harbor and Cross Tested Plans (Plan Document Package Only).
4. Print List of Deleted Plans (Plan Document Package Only).
5. Edit User Profile.
6. Extract a maillist (Plan Document Package Only).

Select this item to print the IRS letters issued to Fort William LLC for each pre-approved plan offered on the site.

Print Blank Checklists for Prototype & Volume Submitter Plans (Plan Document Package Only) Return to top

Select this item to print a blank checklist for each pre-approved plan offered on the site.

Print List of Safe Harbor and Cross Tested Plans (Plan Document Package Only) Return to top

Select this item to print the list of all 401(k) Safe Harbor and Cross Tested Plans. A plan will be present on the list of safe harbor 401(k) plans if the plan allows elective deferrals and the response to checklist item C.1 is not "No" and will appear on the list of cross tested plans if the plan permits profit sharing contributions and the response to checklist item C.35 is "New Comparability"

Print List of Deleted Plans (Plan Document Package Only) Return to top

Select this item to print the list of plans that have been deleted from the system. You may need to retain this information to comply with IRS recordkeeping requirements.

Edit User Profile Return to top

Select this item to revise your company information, brand name that appears on documents (Plan Document Package Only), time out (amount of time in minutes after which an inactive user will be automatically logged out), default IRS representative (Plan Document Package and IRS/PBGC Forms Package Only) and to change user names, passwords and permssions.

Extract a maillist (Plan Document Package Only) Return to top

Select this item to download selected information in spreadsheet format. The downloaded information includes company name, company address, company contact name, title and salutation, plan type (e.g., 401(k), money purchase), checklist, plan year end, responsible for plan indicator, plan name, 5 user defined fields (section A of checklist) and file number. The first row of the file contains the field names for the data. The downloaded data may be used as a mail merge file for creating client mailings or may be used in spreadsheet format for helping you manage your practice.