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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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View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
Caution
Purpose of form
Who must file
When to file
Where to fi...
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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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Last Updated: 09/19/2025
in DC Compliance User Guide
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2024 Instructions for Form 5500-EZ
Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan
View Official IRS Instructions | Business Codes | Characteristics Codes |
...
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Last Updated: 04/27/2026
in Portal User Guide
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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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Once a portal user has been assigned to the plan with 5330 permissions, a link will appear on the 5330 E-File Status dashboard.
Regardless of lock status, if a user has proper permissions to view/print the Form 5330, a link to invite will ap...
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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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Last Updated: 08/20/2026
in DB Compliance User Guide
DB COMPLIANCE USER GUIDE
Training & Reference Guide for Conversion & Ongoing
Summary
Process
Detailed Step-by-Step Process
PLAN DOCUMENT INTEGRATION (Step 1)
FTW Step 1: ftw Plan...