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You will need your company code, login name and password you received when you signed up for the ftwilliam.com system. General ftwilliam.com website features available after log-in: Getting Help: At the top of every page you will find a drop-...
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Last Updated: 08/19/2025
in DC Compliance
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You will need the company code, username and password you received when you signed up for the ftwilliam.com system. General ftwilliam.com website features available after log-in: Wolters Kluwer Drop-Down Logo. It provides the following optio...
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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 Offici...
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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 ...
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This guide outlines the steps to require .CSV file format for census uploads—both when sending census files to portal users and when receiving census uploads from them. This ensures consistency, reduces processing errors, and aligns with system re...
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Last Updated: 08/05/2025
in Portal User Guide
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Note: A subscription to both the Compliance Software and Portal is needed to use the batch features. Specify a Server will need to be set up within the Compliance tab of the global email settings to send a communication to portal users.
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When editing access is enabled, selecting Edit Census Worksheet (via button or to-do list) opens a grid for direct data entry into the census template. Grid Overview Top Toolbar Features
Search (Magnifying Glass) Opens a search ba...
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When sending a census to be completed in the portal, portal user permissions can be managed directly through the Compliance Module via the Compliance Menu>Census> Portal Files, Edit Portal Users: Enabling Census Editing in the Portal To allow...