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- How to Manually Enter Payer Data
- How to Batch Import Payer Taxpayer Identification Numbers (TINs)
- How to manually enter payee/participant data
- How to batch import payee/participant data
- Edit Checking
- Form 945
- Preparing a 945 batch - ftwPro 945Wiz
- Accessing and Preparing 1099 Module Forms for Printing
- Printing Form 1096
- Printing Copies of Form 1099
- ftwilliam.com's fulfillment service
- ftwilliam.com's state fulfillment service
- 1099 State Help: SmartCharts and technical documents
- Checking on your fulfillment - Completion Dates
- Preparing a .txt file for the FIRE website
- Corrections for batch submitted forms
- Correction for Payer TIN
- Copying Data From a Prior Year
- Rolling over data from a prior year
- A list of Foreign County Codes
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- Add Forms and Schedules
- Adding Summary Annual Report or Annual Funding Notice
- Enter Information on a Form 5500 schedule
- Saving Changes
- Consulting Official DOL Instructions
- Edit Checks
- Print All FINAL Schedules (Print Options)
- Upload and Download Center
- Deleting a Form 5500 Schedule
- Deleting an Attachment
- Inviting Portal Users to the Portal to Edit, Review and/or Upload Attachments
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- Global Email Settings
- Email/Server Settings
- Portal Email Default Templates
- Portal Branding
- Portal Correspondence
- Go to 5500 Forms.
- Work with Signers/Portal Users
- 5500 > [Year] Screen
- Batch/Workflow
- Bring forward (prior year) data to (current year) for all plans
- Bring forward (prior year) signers to (current year) for all plans
- 5500 Workflow Grid; Batch Invite 5500/SF; Admin Summary Status
- Batch SAR and Batch Annual Funding Notice
- How To Complete Batch Local Sign
- Batch 5558
- Batch Lock 5500
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- Completing an 8955-SSA
- How to Create and Submit an 8955-SSA Batch
- Uploading Data to 8955-SSA - Batch (for multiple plans)
- 8955-SSA Batch Features
- How to Set Up and Allow for E-Filing of Form 8955-SSA by a Portal User
- How to Amend the Form 8955-SSA
- Printing
- Fulfillment
- Portal E-File
- Download FIRE Files
- How to Set Up the Client Letter for Form 8955-SSA
- How to Use the Most Current Form 8955-SSA for Prior Years
- How to Mask SSNs on the Form 8955-SSA and Participant Statements
- Participant Statements
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- FTW Step 2: Establish the Conversion Year & Date
- FTW Step 3: Populate Plan Specifications in the Conversion Year
- FTW Step 4: Verify the Primary Grid in the Conversion Year
- FTW Step 5: Conversion Data for the Conversion Year
- FTW Step 6: Additional Conversion Data & Compensation History
- FTW Step 7: Run Scrub for Conversion Year
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- 10.1. Use of the system for the first testing year
- 10.2. Use of ftwilliam.com Compliance system after the first year the plan is on the system
- 10.3. Eligibility History
- 10.4. Recalculate Initial Eligibility
- 10.5. Plan Aggregation
- 10.6. Aggregation of non-ftw plan with ftw plans
- 10.7. Disaggregation
- 10.8. HCE Determinations
- 10.9. Top Heavy
- 10.10. Compensation - Including Calculations for Self Employed Individuals
- 10.11. Overrides
- 10.12. Excluding a Class of Employees
- 10.13. Vesting
- 10.14. Age Weighted Allocations
- 10.15. JH Rate of Return
- 10.16. Davis Bacon
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- Setting up Global Email Settings
- Setting Up Global Email Settings for Divisions
- How to Test the Global Email Settings for 'Specify a Server'
- How to Test the Global Email Settings for 'Preparer's Email Program'
- What SMTP Server Error Messages Mean
- How to Edit or Clone Default Email Templates and Reminders
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- How to Send Documents to the Portal That Were Prepared in ftwilliam.com
- How to Publish a Document to the Portal for E-Signature That Does Not Originate in the FTW Software
- Description of the Client's E-signing Experience
- Sending and Receiving Direct Messages
- Saving Copies of Sent or Received Messages and Communications
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- How Do I Access the Portal?
- How Do I Log into the Portal?
- How Do I Reset My Password?
- How Do I Change My Password?
- How Do I Change My Challenge Questions?
- How Do I Change My Name, Email or Demographics?
- How Do I Find Help on the Portal?
- How Do I View the 5500 / SAR / AFN for My Plan?
- How Do I Sign the 5500?
- How Do I Sign the 5500 Using a Prior Year User ID and PIN?
- How Do I Check the Status of the 5500?
- How Do I Complete the 5500?
- How Do I Add Attachments to the 5500?
- How Do I View a Message I Received?
- How Do I Send a Message?
- How Do I View a Document?
- How Do I Sign a Document?
- How Do I See Who Signed a Document?
- How Do I Download the Annual Questionnaire?
- How Do I Upload the Annual Questionnaire?
- How Do I Download the Census Worksheet?
- How Do I Upload the Census Worksheet?
- How Do I Complete the Online Annual Questionnaire?
- How Do I Download the Online Annual Questionnaire?
- How Do I Mark a Task as Complete?
Updated Articles
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E-filing Form 5558
As of the 2024 filing year, Form 5558 can be e-filed through the EFAST2 system. This feature is not available for prior years or off-calendar plans using 2023 Forms. Please Note: The filing of form 5558 is a separate filing feature ... -
Form 5558
Last Updated: 04/14/2025 in 5500 User Guide -
Portal Branding
Last Updated: 04/09/2025 in Portal User Guide -
Portal Branding Video
Your browser does not support HTML5 video. ... -
Working with 1099 Form
Last Updated: 04/08/2025 in 1099 User Guide -
Checking on your fulfillment - Completion Dates
Once a batch has been sent for fulfillment, users can view the completion status from the "Show Batches" screen. See below for information related to each heading on that page: Payer Completion Date This column will update to "Pe... -
1099 State Help: SmartCharts and technical documents
Here are some links to helpful documentation: State Reconciliation Form Chart - View a 1099 State Reconciliation Form Chart that shows which 1099 forms need to be processed for which state. (States that do not require fulfillment will not appe... -
Batch 5558
Batch printing Form 5558 allows for efficient processing by grouping selected plans into batches. Follow the steps below to get started: Accessing the 5558 Batch Feature: There are two paths to accessing the Batch 5558 feature: Option 1: On t... -
5500 Forms Settings, Batch Features
Last Updated: 04/04/2025 in 5500 User GuideThe forms settings and batch features (Work With Signers/Portal Users, Batch/WorkFlow, Portal Settings and Portal Link) are available via links near the center of the "Form 5500 - Year" screen, just below the Acceptance Status line of the filing. ... -
How to Upload Portal Users in Bulk
Portal Users may be added or updated in bulk through the 'Upload Portal Users' interface. The Upload Portal User interface is accessible from the Global or Plan level Dashboards through the tricolon menu option on the Portal Users Tab. ...
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