Popular Articles

  1. Preparing a .txt file for the FIRE website

    Last Updated: 11/25/2025 in 1099 User Guide 1099 Batch E-filing and Fulfilment Services
    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...

  2. 945 Forms

    Last Updated: 11/24/2025 in 1099 User Guide

  3. Part 2: Create a New Loan in the Loan Module.

    Last Updated: 12/04/2024 in DC Compliance Loan User Guide Part 2: Create a New Loan in the Loan Module.
    All of the first links shown are from the Plan Compliance Menu, the homepage for the compliance software, at the top right of the home screen. Note that the loan module is separate from the Transactions/Statement Menu until you post loans, payments...

  4. How to Create and Submit an 8955-SSA Batch

    Last Updated: 01/08/2025 in 5500 User Guide Completing Form 8955-SSA, Uploads, Batch Features
    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...

  5. 2025 Instructions for Schedule MB

    Last Updated: 01/08/2026 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
    2025 Instructions for Schedule MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information View General Instructions | View Official Instructions Table of Contents Gen...

  6. Instructions for Form 1099-INT Interest Income and Original Issue Discount (Rev. January 2024)

    Last Updated: 12/04/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Reminders Specific Instructions Exceptions to rep...

  7. Enter Information on a Form 5500 schedule

    Last Updated: 07/10/2025 in 5500 User Guide Completing 5500 Forms and Schedules
    To enter information in a schedule, click on the schedule under the "DRAFT - EDIT" heading in the "5500 - Year" box (or on the link under "Active Schedules" once you are already editing a form/schedule). The actual speed to open a form/schedule is...

  8. 2025 Instructions for Form 5498 Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

    Last Updated: 12/04/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments What's New Reminder Specific Instructions Contributi...

  9. How to Reset Your FTW Password

    Last Updated: 11/24/2025 in User Interface and Navigation General Navigation and Company / Plan Creation
    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...

  10. 1099 Fulfillment Service Options

    Last Updated: 11/12/2025 in 1099 User Guide 1099 Batch E-filing and Fulfilment Services
    Several fulfillment options are available through the ftwilliam 1099 batching system. Each option determines which parties receive the forms and how the filing is handled. Note: There is a fee to use this service, please see the 1099 Fulfill...
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