One of the largest conveniences to emerge from PensionPro's partnership with ftwilliam.com is the ability to transmit a Plan's collected census data to ftwilliam.com for compliance testing with a single click. PensionPro users can send the census and receive the results via email, bypassing the necessity of signing in to ftwilliam.com for testing needs.
Requires Add-On: Automate Compliance
Compatible Tiers: Team, Business
Article Contents
- Overview of ftwilliam.com Census Transfer
- Sending Census Data to ftwilliam.com
- Appendix: Table of Census Field Mapping
Overview of ftwilliam.com Census Transfer
The census transfer functionality works alongside PlanSponsorLink to simplify the process of collecting census data from the Plan Sponsor and entering it into ftwilliam.com. Rather than exporting the collected participant data from PensionPro and then importing it into ftwilliam.com, PensionPro can transfer it directly. Once transferred, compliance testing will be performed automatically.
Before this functionality can be used, an integration to ftwilliam.com must be established, and Plan records in PensionPro must be linked to corresponding plans in ftwilliam.com. For more information, refer to the following articles:
- ftwilliam.com - Integration Setup & Preferences
- ftwilliam.com - Creating and Linking Records from PensionPro
Sending Census Data to ftwilliam.com
After the Plan Sponsor completes Data Collection and the census information has been verified, it can be sent to ftwilliam.com via the following steps:
- Navigate to the Data Collection in PensionPro and open the Employees view.
- At the top-right of the grid, select More
> Send & Run Tests in ftwilliam.com.
PensionPro will transmit all census information to ftwilliam.com, including any relevant principals and family members. A timestamp will be added above the Employees grid to indicate the last time this action was performed. The user will receive two emails: the first confirming that the census data has been queued for transfer, and the second once the data has been successfully sent to ftwilliam.com.
Once the census data is sent, ftwilliam.com will perform all applicable compliance testing (per the FTW Compliance page). Additionally, ftwilliam.com will send the results of the compliance testing via email.
The option to send the census to FTW is unavailable for me. Why?
The following conditions must be met before the census can be transferred to ftwilliam.com:
- The Plan must be linked to FTW.
- The year end must exist for the Plan within FTW.
- All Data Collection steps must be complete.
- The Project cannot be aborted (Business tier).
Appendix: Table of Census Field Mapping
The following charts show how PensionPro items are mapped to corresponding FTW items when the "Send & Run Tests" option is used and what validation rules are in place.
| PensionPro | FTW Field | Data Rules |
|---|---|---|
| Last Name | LastName | Text (Alphanumeric) |
| First Name | FirstName | Text (Alphanumeric) |
| SSN | SSN | Format: 123-45-6789 or 123456789 |
| Date of Birth | BirthDate | Date (MM/DD/YYYY) |
| Original Date of Hire | EmploymentHireDate1 | Date (MM/DD/YYYY) |
| Gender | Gender | Accepted values: Male, Female |
| Date of Rehire | EmploymentHireDate2 | Date (MM/DD/YYYY) |
| Company Division | DivisionCode | Text (Alphanumeric) |
| Hours | Service_EligibilityHours | Integer |
| Gross Compensation | Compensation_Statutory | Decimal (2 places) |
| Box 3 Compensation | HPICompensation | Decimal (2 places) |
| PreTax Deferral | Contribution_ElectiveDeferral | Decimal (2 places) |
| Roth Salary Deferral | Contribution_Roth | Decimal (2 places) |
| Employer Match | Contribution_Matching | Decimal (2 places) |
| Employer Contribution | Contribution_NonElective | Decimal (2 places) |
| Other Contribution | Contribution_OtherPlanAveBen | Decimal (2 places) |
| Address 1 | Address | Text (Alphanumeric) |
| Address 2 | Address2 | Text (Alphanumeric) |
| City | City | Text (Alphanumeric) |
| State | State | Text (Alphanumeric) |
| Zip Code | Zip | Text (#####) |
| Middle Initial | MiddleName | Text (Alphanumeric) |
| Employment Status | EmploymentStatus1 | Accepted values: Hire, Terminate, No Change |
| Date of Separation | EmploymentTermDate1 | Date (MM/DD/YYYY) |
| Date of Death | EmploymentTermDate1, RMDDeathDate |
Date (MM/DD/YYYY) |
| Date of Retirement | EmploymentTermDate1 | Date (MM/DD/YYYY) |
| Separation Reason | TermReason1 |
Accepted values: Termination, Death, Disability, Retirement, LOA-Paid, LOA-Unpaid, LOA-FMLA, LOA-Military, N/A. Other values will be mapped as Termination. If Date of Death, Date of Retirement, or Date of Termination is present and Separation Reason is blank, it will be set to an appropriate value. |
| Work Email | EmailAddress | Text (#####@###.###) |
| After-Tax Employee Contribution | Contribution_AfterTax | Decimal (2 places) |
| Compensation from Entry Date | Compensation_Statutory_FromEntry | Decimal (2 places) |
| Safe Harbor Match Contributions | Contribution_SafeHarborMatching | Decimal (2 places) |
| Safe Harbor Non-Elective Contributions | Contribution_SafeHarborNE | Decimal (2 places) |
| User Defined Number 1 | Census_UDFNumber1 | Decimal (2 places) |
| User Defined Number 2 | Census_UDFNumber2 | Decimal (2 places) |
| User Defined Number 3 | Census_UDFNumber3 | Decimal (2 places) |
| User Defined Number 4 | Census_UDFNumber4 | Decimal (2 places) |
| User Defined Number 5 | Census_UDFNumber5 | Decimal (2 places) |
| User Defined Text 1 | Census_UDFText1 | Text (Alphanumeric) |
| User Defined Text 2 | Census_UDFText2 | Text (Alphanumeric) |
| User Defined Text 3 | Census_UDFText3 | Text (Alphanumeric) |
| PensionPro | FTW Field | Data Rules |
|---|---|---|
| If the employee matches a Principal entry, whether they are an Officer | Officer | Values: Yes, No |
| If the employee matches a Principal entry, their Ownership Percentage | PercentageOwnership | Decimal (2 places) |
| If the employee matches a Family entry, a letter code indicating who they are related to (thus "grouping" all related individuals) | FamilyGroup | Values: None, A, B, C, D, E, F, G, H, I, J, K, L, M, N |
| If the employee matches a Family entry, their Relationship to the Principal | FamilyGroupRelation | Accepted values: Spouse, Child, Parent, Grandparent, N/A |