Popular Articles

  1. Adding Portal Users / Signers to Form 5330

    Last Updated: 02/03/2025 in 5330 User Guide Preparing for E-file
    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...

  2. Inviting a Portal User to View or Sign the 5330

    Last Updated: 02/03/2025 in 5330 User Guide Preparing for E-file
    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...

  3. Signing Via the Portal

    Last Updated: 11/19/2024 in 5500 User Guide Signing a 5500 Filing
    Once you would like to invite users to the Portal, you should first lock the filing and add signers under the  Work with Signers/Portal Users  link from the "Form 5500 - Year" screen. Once the form is locked and signers have been added for the pla...

  4. E-file Status Dashboard Features and Functionality

    Last Updated: 02/03/2025 in 5330 User Guide Preparing for E-file
    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...

  5. Edit Users: Roles & Permissons

    Last Updated: 04/22/2026 in User Interface and Navigation General Navigation and Company / Plan Creation
    Overview Each user on the ftwilliam.com system has a profile, which stores a variety of information, including login credentials, contact details, and module permissions. From the Edit Users screen, a profile can be updated by the Mast...

  6. Instructions for Form 1099-DIV Dividends and Distributions (Rev 01/2024)

    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 What's New Reminder Specific Instructions Specif...

  7. Form 8453-TE

    Last Updated: 02/26/2025 in 5330 User Guide Completing Form 5330 and Schedules
    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...

  8. Instructions for Form 1099-MISC Miscellaneous Information (Rev. April 2025)

    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 Reminders Specific Instructions Excepti...

  9. How to Manually Enter Payer Data

    Last Updated: 12/09/2025 in 1099 User Guide Working with Form 1099
    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...

  10. Annual Questionnaire Information and Batch Processing

    Last Updated: 02/26/2025 in Portal User Guide
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