New Articles

  1. Edit Users: Roles & Permissons

    Overview Each user on the ftwilliam.com system has a profile, which stores a variety of information, including login credentials, contact details, and module permissions. From the Edit Users screen, a profile can be updated by the Maste...
  2. Form 5558 Instructions

    Form 5558 Application for Extension of Time To File Certain Employee Plan Returns (January 2025) View Official IRS Instructions Table of Contents General Instructions Future Developments ...
  3. 2024 Instructions for Schedule SB

    2024 Instructions for Schedule SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information View General Instructions | View Official Instructions Table of Contents General Instructions ...
  4. 2024 Instructions for Schedule R

    2024 Instructions for Schedule R (Form 5500) Retirement Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Purpose of Schedule ...
  5. 2024 Instructions for Schedule MEP

    2024 Instructions for Schedule MEP (Form 5500) Multiple-Employer Retirement Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must Fi...
  6. 2024 Instructions for Schedule MB

    2024 Instructions for Schedule MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information View General Instructions | View Official Instructions Table of Contents Ge...
  7. 2024 Instructions for Schedule I

    2024 Instructions for Schedule I (Form 5500) Financial Information - Small Plan View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File ...
  8. 2024 Instructions for Schedule H

    2024 Instructions for Schedule H (Form 5500) Financial Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File Sp...
  9. 2024 Instructions for Schedule G

    2024 Instructions for Schedule G (Form 5500) Financial Transaction Schedules View Gener al Instruction s | View Official Instructions Table of Contents General Instructions Who Must File ...
  10. 2024 Instructions for Schedule DCG

    2024 Instructions for Schedule DCG (Form 5500)  Individual Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Purpose of Schedule ...