Popular Articles

  1. Part 5: Census

  2. What do the different statuses mean once the batches have been submitted?

    Batches that are submitted to ftwilliam.com for Federal E-File, Fulfillment and/or State E-File will display a series of statuses. Statuses Federal E-File Fulfillment State E-File Pending ftwilliam.com has received the submission...
  3. 5500 Workflow Grid; Batch Invite 5500/SF; Admin Summary Status

    The 5500 Workflow Grid (sample screenshot shown below) replaces all the functionality of the prior "Review/Assign Detail Status/Extensions" grid, but has a number of new features. You may access the 5500 Workflow Grid by clicking on the "Batch/Wor...
  4. Batch 5558

    Batch printing Form 5558 allows for efficient processing by grouping selected plans into batches. Follow the steps below to get started: Accessing the 5558 Batch Feature: There are two paths to accessing the Batch 5558 feature: Option 1: On t...
  5. Checking on your fulfillment - Completion Dates

    Once a batch has been sent for fulfillment, users can view the completion status from the "Show Batches" screen. See below for information related to each heading on that page: Payer Completion Date This column will update to "Pe...
  6. Part 1: Getting Started

  7. Part 10: Special Topics

  8. AFN 2/2/2015 Final Rule Sec. 2520.101-5

    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. 2520....
  9. How to Alter a Portal User's Username

    A  User with permission to Edit the Portal module can update a portal username from the Edit Portal User screen. Navigate to the Portal Users Tab in the Portal module. Click the menu icon (three dots) next to the user whose username ne...
  10. How to Set Up and Allow for E-Filing of Form 8955-SSA by a Portal User

      Allow 8955-SSA E-File: If "Yes" is selected within the Edit Portal User Screen AND the 8955-SSA has an "OK" status, the user will have the ability to electronically file the 8955-SSA to the IRS. When the portal user clicks on "E-File 8955-SSA" ...