Popular Articles

  1. 1099 Batch E-filing and Fulfilment Services

    Last Updated: 06/12/2025 in 1099 User Guide

  2. How To Complete Batch Local Sign

    Last Updated: 09/12/2024 in 5500 User Guide 5500 Forms Settings, Batch Features
    Once taken to the "Local Sign Batches - 20XX" screen. Click on "Create New Batch" in order to set up a batch. Option Two On the ftwilliam.com "Home" screen click on the Wolters Kluwer logo. In the drop-down box, click on "Batches"adn then click...

  3. How to Edit or Clone Default Email Templates and Reminders

    Last Updated: 07/29/2024 in Portal User Guide Global Email Settings
    To access default language for a particular email, click on 'Edit' in the 'Select an Email to Edit' box for the message type you want to view. Note : You should select the appropriate tab for the software type you are working on (5500s, Complianc...

  4. Portal E-File

    Last Updated: 09/12/2024 in 5500 User Guide Completing Form 8955-SSA, Uploads, Batch Features
    If you chose to have a portal user E-File via the portal and later discover an error, then you will have to go back to the plan to click on the draft Form 8955-SSA to click on "Amend 8955". By clicking on the button, the form will become editable, a...

  5. Other Forms - 5330, 2848, 8821, 8822-B, 56, 8868

    Last Updated: 09/12/2024 in 5500 User Guide Completing Other Forms, Attachments, and PBGC Forms
    The Form 5330, 2848, 8821, 8822-B, 56, 8868 and 720 can be completed by clicking on the link that corresponds to the form under the "DRAFT-EDIT" column in the "Other Forms" box. The forms are completed just like any other 5500 form. Data is...

  6. QS Part 5: Compliance Menu - Transactions

    Last Updated: 12/04/2024 in DC Compliance Quick Start Guide QS Part 5: Compliance Menu - Transactions
    All of the following are done from the “Transactions” option in the Compliance Menu at the top right of the screen or the side tabs. This part of the software is where you can import or add information about participant account balances and financia...

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

    Last Updated: 05/01/2025 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....

  8. Uploading Data to 8955-SSA - Batch (for multiple plans)

    Last Updated: 01/08/2025 in 5500 User Guide Completing Form 8955-SSA, Uploads, Batch Features
    The following guide will walk through how to batch import 8955 forms to multiple plans. Please Note: to use this feature plans must already exist in the software.   Step 1: Create a New 8955-SSA Batch From the Batches screen, click the...

  9. Part 1: Getting Started

    Last Updated: 08/19/2025 in DC Compliance

  10. 9.3. Print Settings

    Last Updated: 10/29/2024 in DC Compliance User Guide Part 9: Tools/Settings
    From the Compliance Menu, hover over “Tools/Settings” à “Print Setting”, then press either “Plan Level” or “Global”. The “Global” settings can also be accessed from the top of the “Select Printing Parameters” page by clicking on the link “Global Pri...
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