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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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To complete an 8955 -SSA, look for the "8955 - SSA" box in the upper-right hand corner of the "Form 5500 - Year" screen (shown below). Along the top of the box are options for IRS FAQs for 8955 - SSA , "Batches/Fulfillment" (allows you to uplo...
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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...
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There are three statuses you should make note of at the top of the "Form 5500 - Year" screen that are described below. In addition, you may find options to invite users to the portal to sign or review/edit/upload attachments, depending upon the stat...
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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...
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View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
What's New
Reminder
Specific Instructions
Specif...
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Last Updated: 02/26/2025
in Portal User Guide
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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...
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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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Each Form 5330 includes its own Attachments link. To add an attachment, simply select the link located directly below the specific Form 5330. The MeF system permits only specific types of attachments, which are listed below: Att...