-
Last Updated: 02/16/2026
in Portal User Guide
-
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" ...
-
Last Updated: 10/08/2026
in 1099 User Guide
-
2025 Instructions for Schedule I (Form 5500)
Financial Information - Small Plan
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
...
-
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...
-
Last Updated: 06/30/2026
in 5500 User Guide
The forms settings and batch features (Work With Signers/Portal Users, Batch/WorkFlow, Portal Settings and Portal Link) are available via links near the center of the "Form 5500 - Year" screen, just below the Acceptance Status line of the filing. ...
-
Last Updated: 09/24/2026
in Documents User Guide
-
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...
-
Last Updated: 12/09/2025
in 1099 User Guide
-
2025 Instructions for Schedule MEP (Form 5500)
Multiple-Employer Retirement Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must Fil...