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Last Updated: 05/15/2025
in 5500 User Guide
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When filing Form 5330, you may need to include one or more of the following attachments, each with its own specific formatting and content requirements: 8822-B Amended Return Changes (template provided) Prohibited Transactions Correct...
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Last Updated: 07/02/2025
in 5500 User Guide Form 5558 As of the 2024 filing year, Form 5558 can be e-filed through the EFAST2 system. This feature is not available for prior years or off-calendar plans using 2023 Forms.
Please Note: The filing of form 5558 is a separate filing feature inc...
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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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The Form 8453-TE, found in the Final column of each Form 5330 filing, serves as a declaration of authorization for electronic filing with required signatures and details. This non-editable form auto-populates using information from the Form 53...
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Each Form 5330 includes its own Attachments link. To add an attachment, simply select the link located directly below the specific Form 5330. The MeF system permits only specific types of attachments, which are listed below: Att...
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A filing must be locked before it can be e-filed. A green check under the Status column for all associated forms confirms that all edit checks have been passed, allowing the filing to be locked. Locking is not possible if any forms fail the edi...
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There are two primary methods to add a Portal user for viewing or e-filing Form 5330. Method 1: Using the 5500 Menu
Navigate to the 5500 menu .
Select Work with Signers/Portal Users .
If a Form 5500 or 8955-SSA has already be...
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Once a portal user has been assigned to the plan with 5330 permissions, a link will appear on the 5330 E-File Status dashboard.
Regardless of lock status, if a user has proper permissions to view/print the Form 5330, a link to invite will ap...