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Last Updated: 08/06/2026
in Documents User Guide
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Make sure that all Master Plan and Adopting Employer plans have been added to your account. To add these plans, follow the same steps used to add any other plan to the system. You can add your companies and plans using the standard Add Company an...
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Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2025)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments...
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The Portal User Upload feature allows you to create new or update existing Portal users as well as assign users to plans for Documents, 5500, or Compliance module access. This article provides a simplified approach to the upload process ...
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Last Updated: 07/15/2026
in Portal User Guide
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Instructions for Form 720 Quarterly Federal Excise Tax Return
(Rev. June 2026) View Official IRS Instructions | View IRS webpage "Application of the Patient
Centered Outcomes Research Trust Fund Fee to Common Types of Health Coverage or Ar...
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Instructions for Form 56 Notice Concerning Fiduciary Relationship
(Rev. June 2026)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments
Whats New
Photogr...
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2025 Instructions for Form 8955-SSA
Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits View Official Instructions | View IRS FAQs Regarding Form 8955-SSA
Table of Contents
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2026 Premium Payment Instructions
View Official PBGC Instructions
Table of Contents
Introduction and What's New
Introduction
What's New
Who Must File
All Covered Pla...
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Last Updated: 06/30/2026
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...