Popular Articles

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

    Last Updated: 06/25/2025 in 5500 User Guide

  2. Setting Up and Managing Divisions

    Last Updated: 09/10/2025 in User Interface and Navigation General Navigation and Company / Plan Creation
    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. Working with 1099 Form

    Last Updated: 05/15/2025 in 1099 User Guide

  4. Running Edit Checks for Form 5330

    Last Updated: 02/03/2025 in 5330 User Guide Preparing for E-file
    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...

  5. Other Forms

    Last Updated: 06/03/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions

  6. Annual Questionnaire Information and Batch Processing

    Last Updated: 02/26/2025 in Portal User Guide

  7. Uploading Form 5558

    Last Updated: 01/10/2025 in 5500 User Guide Completing Form 5558, Uploads, Batch Features
    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

    Last Updated: 06/10/2025 in Portal User Guide

  9. Upload and Download Features

    Last Updated: 02/15/2025 in 5330 User Guide Completing Form 5330 and Schedules
    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?

    Last Updated: 06/05/2025 in Portal User Guide Portal User Client View
    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...
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