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  1. Part 7: Transactions Menu

  2. 1.2. Select/Add New Company and/or Plan

    First time ftwilliam.com users may need to add a company and plan to get started. Click  here  to review instructions to Select/Add/Delete Companies and Plans. ...
  3. Completing Other Forms, Attachments, and PBGC Forms

  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. Data Collection

    First click the “Start Distribution” button in the upper right hand corner of the plan level dashboard as displayed above. Next, enter the name of your participant. Now you will be asked to fill in the email address, social security number, and ...
  6. Part 10: Special Topics

  7. Accessing Batch 5558

    Batching Form 5558 enables efficient processing by grouping selected plans into a single batch. This approach streamlines submission and printing, saving time and ensuring consistency across multiple filings. Accessing the 5558 Batch Feature: Th...
  8. Part 9: Tools/Settings

  9. Copying Data From a Prior Year

    This is a simple process if the user used the ftwilliam.com 1099 software during the previous year: Select the 1099 software for the previous year's filing; Click on the "Upload/Download Center" under the "Batch features" box; Click on "Downloa...
  10. 1.1. Logging In

    You will need your company code, login name and password you received when you signed up for the ftwilliam.com system. General ftwilliam.com website features available after log-in: Getting Help: At the top of every page you will find a drop-...