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Table of Contents
Q1: Amending a Filing
Q2: Prior Year Filings
Q2a: Amending a Prior Year 5500-SF for a One-Participant or Foreign Plan
Q2b: Amending a Prior Year 5500-EZ
Q3: Notices from IRS (CP 403 and CP 406 N...
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If you've forgotten your password, follow these steps to reset it:
Step 1: Enter Company Code and Username
To begin the reset process:
Go to the login screen.
Enter your Company Code and Username .
These fields are required...
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ACA Batch Frequently Asked Questions (FAQs)
Q1: What does ftwilliam.com's fulfillment service include for ACA?
Q1a: What States will ftwilliam.com offer for E-File?
Q1b: What is the cost to use ftwilliam.com's services?...
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Edit checks can be performed on any form or schedule at any time. There are two ways to run and review edit checks: Visual Edit Checks While editing a form or schedule, click Run Edit Checks at the top left of the screen. This highlight...
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At the top-left of the 1099-X Plan Year screen, you'll find the Edit Payer Data box. Clicking Edit Payer opens the Payer Data screen, where you can edit or update payer information.
Most fields will be pre-populated from the Ed...
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2/2/2015 Final Rule - Annual Funding Notice for Defined Benefit Plans
Link to the final rule
Scope
Limited Exceptions for Certain Multiemployer Plans
Mergers and Consolidations
Identifying Information (Sec. 252...
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Here are some links to helpful documentation:
State Reconciliation Form Chart - View a 1099 State Reconciliation Form Chart that shows which 1099 forms need to be processed for which state. (States that do not require fulfillment will ...
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Starting with filing year 2024, the 5558 Report is now available in the 5500 Batch/Workflow menu. This report provides a comprehensive overview to help users track and manage Form 5558 submissions effectively. Selecting the 5558 Report lin...
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Annual Funding Notice
View Official DOL Regs | Single-Employer Cross Reference Chart | Multiemployer Cross Reference Chart
DOL Guidance
4/3/2025 Field Assistance Bulletin No. 2025-02
Appendix 1- Secure 2.0 ...