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IRS FIRE System Retirement and Transition to IRIS
The IRS is retiring the Filing Information Returns Electronically (FIRE) system and transitioning all filers to the Information Returns Intake System (IRIS). This article explains what is chan...
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Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2023)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments...
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To remove a Portal User from the system, you must first remove them from the plan(s) in which they are associated. The user may be edited from either a particular plan via the Global Dashboard. Select the tricolon next to their name and click o...
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If the filing was not submitted to the DOL originally through ftwilliam.com, you may use "55-Autofill" to bring in the filing information from the DOL. After you have brought in the filing from the DOL, you will prepare the filing as if you were ...
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On the Custom Edit Checks Dashboard under the Options" column, you can manage custom edit checks. Disable/Enable: Users can disable an active edit check or enable an inactive edit check. PLEASE NOTE: the button requires to be pressed vs s...
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To create a new custom edit check, click on the "Create New Edit Check" button located below the dashboard. Choose Document Classification: From the drop-down select the document type to which the edit check will apply. Only one type may ...
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The Custom Edit Check Dashboard is the central hub for viewing, managing all system and custom edit checks, and where you can create custom edit checks. The dashboard is organized into columns, each representing key details about your edit checks...
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The steps below will guide you through accessing, managing, and creating custom edit checks, as well as utilizing dashboard functions and logic relationships. Accessing Custom Edit Checks Follow these steps to reach the Custom Edit Check Dash...
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Created On: 04/30/2026
in Documents User Guide
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Created On: 04/29/2026
in DB Compliance User Guide
DB COMPLIANCE USER GUIDE
Training & Reference Guide for Conversion & Ongoing
(Updated April 2026)
Summary
Process
DetailedStep-by-Step Process
PLANDOCUMENT INTEGRATION (Step 1)
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