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Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2023)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments...
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Multi-Factor Authentication (MFA) FAQs
Q1: Is the MFA a requirement?
Q2: I do not see Account Profile under my login when I click on the Wolters Kluwer Logo > Administrative Tasks.
Q3: Can we only add this for only our firm'...
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Last Updated: 05/13/2026
in Portal User Guide
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To remove a Portal User from the system, you must first remove them from the plan(s) in which they are associated. The user may be edited from either a particular plan via the Global Dashboard. Select the tricolon next to their name and click o...
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If you are having trouble receiving your password reset code or email, please follow the steps below based on the method you are using. Text Message Troubleshooting
SMS Compatible Device: Ensure your device can receive SMS messages and i...
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Last Updated: 05/13/2026
in 5500 User Guide
Overview: There are two methods to sign a completed 5500; you may either sign locally or via the portal. Portal. To sign via the portal, the filing's preparer sets up a signer(s) to use the ftwilliam.com portal (under Work with Signers/Port...
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If the filing was not submitted to the DOL originally through ftwilliam.com, you may use "55-Autofill" to bring in the filing information from the DOL. After you have brought in the filing from the DOL, you will prepare the filing as if you were ...
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To amend a filing, you will need to select "Amend Filing" next to the "Details" link on the "Acceptance Status" line. Once you have clicked on "Amend Filing," a screen to confirm your selection will appear with the following warning: Confirm ...
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To set up Portal Branding, you have to be the Master Admin User or a Designated Admin. If you have these designations, you can access the Portal Branding via the Wolters Kluwer Logo>Administrative Tasks>Portal / Workflow> Portal Branding: Po...