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2024 Form 5500 Instructions
Annual Return/Report of Employee Benefit Plan View Official Instructions | Quick Reference Chart | Business Codes | Characteristics Code
General Instructions
EFAST2 Processing S...
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2024 Instructions for Form 5500-EZ
Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan
View Official IRS
Instructions | Business Codes | Characteristics Codes |
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2024 Instructions for Form 5500-SF
Short Form Annual Return/Report of Small Employee Benefit Plan
View Official Instructions | Business Codes | Characteristics Codes
Table of Contents
Changes to Note
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The Compliance Menu is located in the upper right hand corner of the screen in the Compliance Module. This menu can be found in all of the main pages throughout the Compliance Module and is a handy way to navigate to any page, from any page. T...
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Last Updated: 08/27/2025
in DC Compliance
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Tabs are located on both the left and right side of every page. Clicking these tabs will take the user to one of the main screens in the software, such as the Census, Tasks or Transactions, as applicable. The options change depending on which page...
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Breadcrumbs are located at the top left of every page in ftwilliam.com. Clicking on any part of the breadcrumb will take the user back to that part of the software. ...
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To Edit/Add Contact Types, you do have to be the Master Admin User or a Designated Admin. The “Edit Contact Type” window may be accessed two different ways. 1. Select the Wolters Kluwer Logo>Administrative Tasks>Portal/Workflow>Edit Contact types...
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Last Updated: 08/25/2025
in Portal User Guide
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Last Updated: 08/20/2025
in 5500 User Guide