Popular Articles | Page 3 | ftwilliam.com Software User Guide

Setting Up and Managing Divisions

Last Updated: 09/10/2025 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...
Completing Form 8955-SSA, Uploads, Batch Features

Last Updated: 06/25/2025 in 5500 User Guide
2024 Form 5330 Instructions

Last Updated: 08/05/2025 in 5330 User Guide Form 5330 IRS instructions 2024 Form 5330 Instructions

Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2023) Close Help Page | View Official IRS ...
Working with 1099 Form

Last Updated: 05/15/2025 in 1099 User Guide
Running Edit Checks for Form 5330

Last Updated: 02/03/2025 in 5330 User Guide Preparing for E-file

Edit checks can be performed on any form or schedule at any time. There are two ways to run and review edit checks: Visual Edit Checks While editing a form or schedule, click Run Edit Checks at the top left of the screen. This highlight...
Other Forms

Last Updated: 06/03/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions
Annual Questionnaire Information and Batch Processing

Last Updated: 02/26/2025 in Portal User Guide
Global Email Settings

Last Updated: 06/10/2025 in Portal User Guide
How Do I Access the Portal?

Last Updated: 06/05/2025 in Portal User Guide Portal User Client View

There are three ways to access the portal. You receive an invitation via email with a link to the portal website, which may contain your Username and password. You gain access to the portal via a preparer's website, or Go to https://www.ftwil...
Uploading Form 5558

Last Updated: 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...