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What is 55Autofill*?
55Autofill* allows you to download all of the prior year's Form 5500 data from the DOL database into the current year's 5500 forms by entering the plan sponsor's EIN number.
Where does the information come from t...
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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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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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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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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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Last Updated: 05/05/2026
in Portal User Guide
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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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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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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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Last Updated: 11/24/2025
in 1099 User Guide