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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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The E-File Status Dashboard is a plan-level tool designed to track and manage all active Form 5330 filings for a specific plan and filing year. Accessing the Dashboard
Navigate to the 5500 Module .
In the 5330 section , click the E...
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The Form 8453-TE, found in the Final column of each Form 5330 filing, serves as a declaration of authorization for electronic filing with required signatures and details. This non-editable form auto-populates using information from the Form 53...
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Each Form 5330 includes its own Attachments link. To add an attachment, simply select the link located directly below the specific Form 5330. The MeF system permits only specific types of attachments, which are listed below: Att...
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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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Table of Contents
Who is considered a deferred vested participant?
When is the Form 8955-SSA due?
On the Form 8955-SSA, for what purpose can I check the "Special extension" box?
Must I file a Form 8955-SSA for a year ...
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There are two primary methods to add a Portal user for viewing or e-filing Form 5330. Method 1: Using the 5500 Menu
Navigate to the 5500 menu .
Select Work with Signers/Portal Users .
If a Form 5500 or 8955-SSA has already be...
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Last Updated: 11/24/2025
in 1099 User Guide
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Last Updated: 02/26/2025
in Portal User Guide
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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...