-
2025 Instructions for Schedule MEP (Form 5500)
Multiple-Employer Retirement Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must Fil...
-
Uploading Payee data in bulk is an efficient way to manage large numbers of Payees. This process is completed through the "Upload/Download Center" and allows for batch uploads, saving time compared to manual entry. There are two different options...
-
View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
What's New
Reminders
Specific Instructions
Excepti...
-
Once users have completed any necessary updates to the "Edit Company" screen, an existing plan may be selected from the dropdown menu below the company name or a new plan may either be added via the "Add Plan" link from within the "Company Menu" b...
-
Here are some links to helpful documentation:
State Reconciliation Form Chart - View a 1099 State Reconciliation Form Chart that shows which 1099 forms need to be processed for which state. (States that do not require fulfillment will ...
-
Last Updated: 02/26/2025
in Portal User Guide
-
For organizations managing a large number of payers, Payer TINs and related data can be uploaded in batch mode . Companies and plans must already be set up in the system before proceeding.
Note: New users without plans set u...
-
Use with the December 2025 revision of Form 945-A Annual Record of Federal Tax Liability
View Official IRS Instructions
Table of Contents
Future Developments
Reminders
General Instructions ...
-
What is 55Autofill*?
55Autofill* allows you to download all of the prior year's Form 5500 data from the DOL database into the current year's 5500 forms by entering the plan sponsor's EIN number.
Where does the information come from t...
-
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...