Popular Articles

  1. Upload and Download Center

    The Form 5500 Software includes several upload and download features. Click on the "Upload and Download Center" in the top-right under "5500 Menu" to open the "Upload and Download Center" page as shown below. Each feature can be accessed by clicki...
  2. Sending and Receiving Direct Messages

    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...
  3. 1099 Batch E-filing and Fulfilment Services

  4. Consulting Official DOL Instructions

    There are two methods of consulting the official DOL instructions. On the main "Form 5500 - Year" screen, you may click on the "I" link next to the appropriate schedule under the "DRAFT - EDIT" heading in the "5500 - Year" box. This will display...
  5. Setting up Global Email Settings

    Global Email Settings can be accessed by selecting the  Wolters Kluwer logo , then navigating to  Administrative Tasks > Portal/Workflow > Global Email Settings . Only users with the role of  Master Admin User  or  Designated Admin  have permiss...
  6. Adding Summary Annual Report or Annual Funding Notice

    To add a Summary Annual Report (SAR) or Annual Funding Notice (AFN), click on the link to the corresponding notice within the "Add Schedules" box. If you add the SAR, you will not have the option to add the AFN until you delete the SAR from the "D...
  7. 5500 Workflow Grid; Batch Invite 5500/SF; Admin Summary Status

    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...
  8. 2.1. First Plan Year on the ftw Compliance system

    Once you press the “Compliance” button for a plan, you will be taken to the Compliance page where the system will have the “Add Year End” box ready for you to enter the first plan year end you want to work on. After entering the plan year end into...
  9. QS Part 1: Log-in and Access Compliance Module

    Like all the ftwilliam.com software modules, you will access the Compliance Module by selecting a plan. Or add a new company and plan. Once you have selected the plan you will be on the Edit Plan screen; click the “Compliance” button in the Plan M...
  10. Batch Lock 5500

    The 5500 module allows for users to mass edit check as well as lock or unlock 5500/EZ/SF filings. To access this feature, navigate to the Wolters Kluwer Logo> Batches> 5500 Batch/Workflow. From here, select the applicable year from the dropdown menu...