New Articles

  1. AFN and SAR Information

    Created On: 04/30/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions

  2. AFN 2/2/2015 Final Rule Sec. 2520.101-5

    Created On: 04/30/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions AFN and SAR Information
    2/2/2015 Final Rule - Annual Funding Notice for Defined Benefit Plans Link to the final rule   Scope Limited Exceptions for Certain Multiemployer Plans Mergers and Consolidations Identifying Information (Sec. 2520....

  3. 2024 Annual Funding Notice (AFN) Instructions

    Created On: 04/25/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions AFN and SAR Information
    Annual Funding Notice View Official DOL Regs | Single-Employer Cross Reference Chart | Multiemployer Cross Reference Chart DOL Guidance 4/3/2025 Field Assistance Bulletin No. 2025-02 Appendix 1- Secure 2.0 ...

  4. Completing Form 5330 Attachments

    Created On: 03/26/2025 in 5330 User Guide FAQ and Supplementals
    When filing Form 5330, you may need to include one or more of the following attachments, each with its own specific formatting and content requirements: 8822-B Amended Return Changes (template provided) Prohibited Transactions Correct...

  5. Setting Up and Managing Divisions

    Created On: 03/25/2025 in User Interface and Navigation General Navigation and Company / Plan Creation
    What Are Divisions? Divisions are containers that group companies (Plan Sponsors) together, allowing for customized permissions. This makes it easy to control which users can access specific companies. For example: If an employee manages 30...

  6. Adding Default Paid Preparers

    Created On: 03/11/2025 in 5330 User Guide Completing Form 5330 and Schedules
    The ftwilliam.com software will allow you to set up default Paid Preparers to select for use on the Forms 5330 and 720. To add default reps, click on 'Edit IRS Reps' under the 'DRAFT-EDIT' column within the "Other Forms" box. Next, click on "Add...

  7. How to Set Maximum Reminder Days for Notifications

    Created On: 01/14/2025 in Portal User Guide Confirmation, Notification, and Reminder Emails
    The Notification Tab in Global Email Settings now includes an option to set a maximum number of days for reminder emails about Portal Messaging, Documents, and 5500 tasks. During the Reminder Period: Emails are sent to users with tas...

  8. Uploading Form 5558

    Created On: 01/10/2025 in 5500 User Guide Completing Form 5558, Uploads, Batch Features
    As of the 2024 filing year, users are now able to upload the Form 5558 in mass.  Note: This feature is only available for 2024 filing years forward and will not populate in prior years.  To access this feature: Navigate to the 5500  Menu U...

  9. Work with Signers/Portal Users

    Created On: 01/10/2025 in 5500 User Guide Completing 5500 Forms and Schedules
    This function will set up who will be signing the Form 5500 and/or making changes to the Form 5500 filing via the portal (editing the form via the portal and/or uploading files via the portal). You will assign each user a username, password and ...

  10. Accessing the Form 5558 Filing Status Report

    Created On: 01/09/2025 in 5500 User Guide Completing Form 5558, Uploads, Batch Features
    Starting with filing year 2024, the 5558 Report is now available in the 5500 Batch/Workflow menu.  This report provides a comprehensive overview to help users track and manage Form 5558 submissions effectively.  Selecting the 5558 Report lin...
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