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Created On: 01/15/2026
in Managed Services
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Global Email Settings determine how ftwilliam.com sends emails for each module (e.g., 5500, Documents), including invitations, reminders, signature requests, and automated confirmations. Configure these settings per module tab .
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Instructions for Form 720 Quarterly Federal Excise Tax Return
(Rev. March 2026) View Official IRS Instructions | View IRS webpage "Application of the Patient
Centered Outcomes Research Trust Fund Fee to Common Types of Health Coverage or Ar...
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2026 Premium Payment Instructions
View Official PBGC Instructions
Table of Contents
Introduction and What's New
Introduction
What's New
Who Must File
All Covered Pla...
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2025 Premium Payment Instructions
Please review “When to File” section carefully as rules for 2025 differ from prior (and future) years. View Official PBGC Instructions
Table of Contents
Introduction and ...
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Instructions for SAR checklist and Regulations Relating to the Summary Annual Report
General Information
Line 1a. Plan Name
Line 1b. Plan Type
Line 2a. SAR Instructions
Line 2b. Custom Instructions
Lin...
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Annual Funding Notice
View Official DOL Regs | Single-Employer Cross Reference Chart | Multiemployer Cross Reference Chart
DOL Guidance
4/3/2025 Field Assistance Bulletin No. 2025-02
Appendix 1- Secure 2.0 ...
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Participant Record From the Census screen, you can access the individual participant's data by selecting their name from the Participant Record dropdown or by clicking their name below the census grid in the "Active/Inactive Employees not on curr...
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Created On: 12/05/2025
in Documents User Guide