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Last Updated: 01/09/2025
in 5500 User Guide Form 5558
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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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...
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Last Updated: 01/10/2025
in 5500 User Guide 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...
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The ftwilliam.com software will allow you to set up default Paid Preparers to select for use on the Forms 5330 and 720. To add default reps, click on 'Edit IRS Reps' under the 'DRAFT-EDIT' column within the "Other Forms" box. Next, click on "Add...
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Last Updated: 02/26/2025
in Portal User Guide
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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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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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Set Allocation Parameters Clicking on the Allocation row will expand the Allocation Parameters. Here you can enter details about how allocations should be handled in the plan. The options you see will be based upon the plan specifications (for ex...
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Adjusted Compensation The system is set up so that compensation on the census will be entered as statutory compensation (compensation as used for 415 limits and other testing). All employees will be assigned a compensation amount adjusted for the ...
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Valuation methods & assumptions – Complete the 'Specifications > Actuarial Methods & Assumptions' sections. Other than segment rates that are determined automatically each year, the assumptions will carry-forward from year-to-year unless you make...