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View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
What's New
Reminders
Specific Instructions
Excepti...
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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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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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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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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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After log-in, users will be taken to the "Home" page where users can: View a list of all company and plans associated with the account Add Company Add Plan Search for a Company and/or Plan Access various Batch services Access ftwPortal Pro ...
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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...
-
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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Last Updated: 02/26/2025
in Portal User Guide