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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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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...
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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...
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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...
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Valuation methods & assumptions – Complete the 'Specifications > Actuarial Methods & Assumptions' sections. Other than segment rates that are determined automatically each year, the assumptions will carry-forward from year-to-year unless you make...
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Note : You do have to subscribe to the Documents Module and ‘ftwPortal Pro’ to post annual notices. To batch generate batch Annual Notices, select the Wolters Kluwer logo >Batches>DocPrint : In the DocPrint menu you will first need to creat...
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Portal allows users to securely send communications and files that do not require e-signature through Direct Messages.
Please note, the Portal User does not have to be associated with a particular plan for them to receive a Direct Message. A...
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Portal Correspondence was designed to assist you in sending out notification to your customers that they will need to sign up on the IREG website for "Signing Credentials." This option is only available if you have selected to "Specify a Serv...
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Last Updated: 01/10/2025
in 5500 User Guide
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Last Updated: 10/29/2024
in DC Compliance