Popular Articles

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

  2. Setting Up and Managing Divisions

    What Are Divisions? Divisions are containers that group companies (Plan Sponsors) together, allowing for customized permissions. This makes it easy to control which users can access specific companies. For example: If an employee manages 30...
  3. Running Edit Checks for Form 5330

    Edit checks can be performed on any form or schedule at any time. There are two ways to run and review edit checks: Visual Edit Checks While editing a form or schedule, click Run Edit Checks at the top left of the screen.  This highlight...
  4. Working with 1099 Form

  5. Other Forms

  6. Annual Questionnaire Information and Batch Processing

  7. Uploading Form 5558

    As of the 2024 filing year, users are now able to upload the Form 5558 in mass.  Note: This feature is only available for 2024 filing years forward and will not populate in prior years.  To access this feature: Navigate to the 5500  Menu U...
  8. Global Email Settings

  9. Upload and Download Features

    To upload one or multiple Form 5330s, select the Upload link within the 5330 Box in the 5500 Module.  In the Form 5330 Upload/Download window, users can: Download a sample template and schema CSV files. Download existing Form 5330s ...
  10. How Do I Access the Portal?

    There are three ways to access the portal. You receive an invitation via email with a link to the portal website, which may contain your Username and password. You gain access to the portal via a preparer's website, or Go to  https://www.ftwil...