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Before accessing any form or schedule, the form must first be added to the 5500 - Year box. The following methods are available:
Quick Links:
Manual Entry
55Autofill
Bring Forward Prior Year Data
Addi...
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Last Updated: 10/30/2025
in 5500 User Guide
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2025 Instructions for Form 945
Annual Return of Withheld Federal Income Tax
View Official IRS Instructions
Table of Contents
Future Developments
What's New
Reminders
General Inst...
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Rather than transferring data from one company code to another, users are able to quickly import available data from EFAST2 via the 55Autofill feature within the 5500 Module of any plan. There are two options when using the 55Autofill feature.
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Last Updated: 10/29/2025
in DC Compliance User Guide
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Having selected the format for uploading/viewing your participant census data, you are ready to load your data. Edit Census Data can be edited directly within the census grid. To update a field, simply double-click on it and enter the new informat...
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Below are the steps to assist you in transferring plan document checklists to or from another service provider (i.e. prior TPA) that also uses the FTW document software. Please note , the user must have Admin level rights on their account to ...
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DC Compliance (Company A & Company B) Company A can download an export ZIP file from the compliance module for each plan. However, these files are specific to the original company code and plan, and cannot be directly imported into your system. ...
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Overview
Each user on the ftwilliam.com system has a profile, which stores a variety of information, including login credentials, contact details, and module permissions. From the Edit Users screen, a profile can be updated by the Maste...