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You can design your own styles and save them as options for future selection for individual plans, modify the default client letter and add custom language in global settings. Set Default Client Letter Click on the “Global Printing Parameters...
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Last Updated: 10/01/2026
in 5500 User Guide
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This guide explains the features and settings available within a batch. Before proceeding, see How to Create and Submit an 8955-SSA Batch for batch creation instructions.
To use batch features:
Add plans to the batch using Select ...
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E-Filing Form 8955-SSA
Key Differences from Form 5500
The 8955-SSA does not require the 5500 to be locked or ready to file.
Unlike the 5500, you do not need to lock the filing for the user to sign.
DOL credenti...
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Last Updated: 10/01/2026
in 5500 User Guide
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What is 55Autofill*?
55Autofill* allows you to download all of the prior year's Form 5500 data from the DOL database into the current year's 5500 forms by entering the plan sponsor's EIN number.
Where does the information come from...
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Please Note: Rejected Submissions do not require a filing be Amended. Please see the below for more information. Rejected : the IRS rejected the submission, corrections must be made, and the filing resubmitted. Clicking the Rejected l...
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Last Updated: 09/25/2026
in 5330 User Guide
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Last Updated: 09/24/2026
in Documents User Guide
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Last Updated: 09/24/2026
in Documents User Guide DocPrint
Customers that also subscribe to ftwPortal Pro can choose to deliver documents/forms using the "Publish" option at the top of the Batch Menu. You can also select plans from your list to that you want to publish. Select your plans, then click ...