Popular Articles

  1. 2024 Form 5330 Instructions

    Last Updated: 10/01/2025 in 5330 User Guide Form 5330 IRS instructions 2024 Form 5330 Instructions
    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 ...

  2. Add, Edit, or Remove Portal Users

    Last Updated: 09/25/2025 in Portal User Guide

  3. Inviting a Portal User to View or Sign the 5330

    Last Updated: 02/03/2025 in 5330 User Guide Preparing for E-file
    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...

  4. Adding Attachments to the Form 5330

    Last Updated: 03/26/2025 in 5330 User Guide Completing Form 5330 and Schedules
    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...

  5. Form 8453-TE

    Last Updated: 02/26/2025 in 5330 User Guide Completing Form 5330 and Schedules
    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...

  6. E-file Status Dashboard Features and Functionality

    Last Updated: 02/03/2025 in 5330 User Guide Preparing for E-file
    The E-File Status Dashboard is a plan-level tool designed to track and manage all active Form 5330 filings for a specific plan and filing year.  Accessing the Dashboard Navigate to the 5500 Module . In the 5330 section , click the E...

  7. 5500 Forms Settings, Batch Features

    Last Updated: 07/07/2025 in 5500 User Guide
    The forms settings and batch features (Work With Signers/Portal Users, Batch/WorkFlow, Portal Settings and Portal Link) are available via links near the center of the "Form 5500 - Year" screen, just below the Acceptance Status line of the filing. ...

  8. Adding Portal Users / Signers to Form 5330

    Last Updated: 02/03/2025 in 5330 User Guide Preparing for E-file
    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...

  9. How to Publish a Document to the Portal for E-Signature That Does Not Originate in the FTW Software

    Last Updated: 07/29/2024 in Portal User Guide Sending Documents Through the Portal
    Similarly, to publishing an item to the portal from within the document’s module, you are also able to publish items that do not originate within the ftwilliam.com software to the portal for your clients to view or e-sign. In these instances, nav...

  10. Completing Form 8955-SSA, Uploads, Batch Features

    Last Updated: 11/17/2025 in 5500 User Guide
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