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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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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...
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Portal Users are able to check the status of their 5330 filings by selecting the Check 5330 Status button on the left side of the screen: Once selected the filing year and description of the forms filed populate in the dropdown menu: NOT...
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Starting with filing year 2024, the 5558 Report is now available in the 5500 Batch/Workflow menu. This report provides a comprehensive overview to help users track and manage Form 5558 submissions effectively. Selecting the 5558 Report lin...
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Last Updated: 06/10/2025
in Portal User Guide
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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...
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Last Updated: 10/03/2025
in 1099 User Guide
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Last Updated: 05/22/2025
in 5500 User Guide
Overview: There are two methods to sign a completed 5500; you may either sign locally or via the portal. Portal. To sign via the portal, the filing's preparer sets up a signer(s) to use the ftwilliam.com portal (under Work with Signers/Port...
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Last Updated: 02/26/2025
in Portal User Guide