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Table of Contents
Who is considered a deferred vested participant?
When is the Form 8955-SSA due?
On the Form 8955-SSA, for what purpose can I check the "Special extension" box?
Must I file a Form 8955-SSA for a year ...
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Last Updated: 02/16/2026
in Portal User Guide
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2026 Premium Payment Instructions
View Official PBGC Instructions
Table of Contents
Introduction and What's New
Introduction
What's New
Who Must File
All Covered Pla...
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Last Updated: 11/25/2025
in 1099 User Guide
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Last Updated: 01/21/2026
in Portal User Guide
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Last Updated: 06/30/2026
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...
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Last Updated: 12/17/2025
in Documents User Guide DocPrint
With the "Batch Edit Grid" link you can update plan parameters for multiple plans on the same on the checklist. To edit plan parameters - click on the "Batch Edit Plan Grid" link located under the "Batch Options" menu. From the "Grid View" ...
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Instructions for Form 720 Quarterly Federal Excise Tax Return
(Rev. June 2025) View Official IRS Instructions | View IRS webpage "Application of the Patient
Centered Outcomes Research Trust Fund Fee to Common Types of Health Coverage or A...
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Last Updated: 12/09/2025
in 1099 User Guide
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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...