-
Last Updated: 01/21/2026
in Portal User Guide
-
Last Updated: 12/09/2025
in 1099 User Guide
-
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...
-
2025 Instructions for Schedule A (Form 5500)
Insurance Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
Specific...
-
Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2023)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments ...
-
Last Updated: 11/12/2025
in Documents User Guide
-
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 the 2023 Forms.
Please Note: The filing of form 5558 is a separate filing feat...
-
Batching Form 5558 enables efficient processing by grouping selected plans into a single batch. This approach streamlines submission and printing, saving time and ensuring consistency across multiple filings.
The following walks through the...
-
Last Updated: 02/09/2026
in 5500 User Guide
-
Last Updated: 05/13/2026
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...