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Table of Contents
Q1: What are the differences between subscription access? (5500 only vs 5330 add on)
Q2: Do I need the 5500 module to access 5330 e-filing?
Q3: What is the purpose of the additional pages for the Schedule C ...
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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 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...
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Last Updated: 05/12/2026
in Portal User Guide
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When configuring email settings using the Specify a Server selection, you may occasionally encounter error messages when attempting to send an email. These messages typically indicate a configuration, connection, or security-related issue and ...