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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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Last Updated: 12/04/2024
in Distributions Setting Up DTS As an alternative to the default specifications, users may also upload specs. This is especially helpful if many of your plans will vary. For example, provider name, portal access and rollover provider may vary by plan. Step 1 : Locate the “Module...
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On the "Edit Plan" screen, the "Show History" link is a useful feature located below the "Plan Menu" near the upper-right corner of the screen, as highlighted in the image below. Clicking on the "Show History" link opens the "History" screen, ...
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ACA Batch Frequently Asked Questions (FAQs)
Q1: What does ftwilliam.com's fulfillment service include for ACA?
Q1a: What States will ftwilliam.com offer for E-File?
Q1b: What is the cost to use ftwilliam.com's services?...
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Note: To use the Portal Document Batch feature, you must set up the ‘Document’ email settings for ‘Specify a Server’. The purpose of Portal Document Batch is to allow you to send one file or multiple files to the portal users assigned to the plan...
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The main Batch 5558 screen provides a quick view of batch statuses. From the Select a Batch screen, the following features are available: Batch Name- All existing batches will populate with a hyperlink to select and view individual batch...
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Set ADP/ACP Testing Parameters Clicking on ADP/ACP Test from the Tasks page will expand the ADP/ACP Parameters. Here you can enter details about how ADP/ACP Testing should be handled in the plan. This is also where prior year testing data can be ...
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Last Updated: 01/10/2025
in 5500 User Guide
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Last Updated: 12/09/2025
in DC Compliance User Guide
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The ftwilliam.com software will allow you to set up default Paid Preparers to select for use on the Forms 5330 and 720. To add default reps, click on 'Edit IRS Reps' under the 'DRAFT-EDIT' column within the "Other Forms" box. Next, click on "Add Rep...