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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: 05/05/2026
in Portal User Guide
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Multi-Factor Authentication (MFA) FAQs
Q1: Is the MFA a requirement?
Q2: I do not see Account Profile under my login when I click on the Wolters Kluwer Logo > Administrative Tasks.
Q3: Can we only add this for only our firm'...
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The Form 5500 Software includes several upload and download features. Click on the "Upload and Download Center" in the top-right under "5500 Menu" to open the "Upload and Download Center" page as shown below. Each feature can be accessed by clicki...
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2025 Instructions for Schedule R
(Form 5500)
Retirement Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Purpose of Schedule ...
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Users can download files from ftwilliam.com for upload into the FIRE system . Note that for 8955-SSA forms each filing is uploaded separately - that is not the case for 1099s as user can upload the .txt files in a batch. Before users are able to...
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Section references are to the Internal Revenue Code unless otherwise noted.
View Official IRS Instructions | Guide to Information Returns
Table of Contents
General Instructions
What's New
Future D...
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Form 5558
Application for Extension of Time To File Certain Employee Plan Returns
(January 2025)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments
...
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Last Updated: 02/26/2025
in Portal User Guide
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After the 8955 data has been entered, the data verified and edit checks have been run, the filing may be added to a batch.
Access the Batch Screen:
From within the 8955-SSA window of the 5500 module, click on the Batches/Fulfi...