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Last Updated: 02/26/2025
in Portal User Guide
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Last Updated: 01/10/2025
in 5500 User Guide
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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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You will need your username and password to log in. This must be provided to you by your plan administrator. The password will contain at least 8 character consisting of numbers, letters, and special characters. If you check Save Password, your ...
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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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The Plan Search box allows quick searches for a Company or Plan using one or a combination of: Company Name Plan Name Company ID Plan ID Partial matches are supported, so typing the first few unique characters of a name will display all ...
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Note Fulfillment pricing includes batch fees, click here for more information. Options for fulfillment: Federal/State/Payee Fulfillment - If selected, users will not be able to select other options, aside from "Payor Only" as a separate bat...
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To complete an 8955 -SSA, look for the "8955 - SSA" box in the upper-right hand corner of the "Form 5500 - Year" screen (shown below). Along the top of the box are options for IRS FAQs for 8955 - SSA , "Batches/Fulfillment" (allows you to uplo...
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When the user is on the "1099-X - Year" screen, the user would click on "Add Payee" button within the "Edit Payees" box. The user will receive a prompt to enter a Payee's First Name and Last Name. Then, the user will click "Add Participant", the...
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This is a simple process if the user used the ftwilliam.com 1099 software during the previous year: Select the 1099 software for the previous year's filing; Click on the "Upload/Download Center" under the "Batch features" box; Click on "Downloa...