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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 ...
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2025 Form 5500 Instructions
Annual Return/Report of Employee Benefit Plan
View Official Instructions | Quick Reference Chart | Business Codes | Characteristics Code
General Instructions
EFAST2 Pr...
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2024 Form 5500 Instructions
Annual Return/Report of Employee Benefit Plan View Official Instructions | Quick Reference Chart | Business Codes | Characteristics Code
General Instructions
EFAST2 Processing S...
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Last Updated: 09/22/2026
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...
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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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After the 8955 data has been entered, the data verified and edit checks have been run, the filing may be added to a batch.
Access the Batch Screen:
From within the 8955-SSA window of the 5500 module, click on the Batches/Fulfi...
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Last Updated: 09/15/2026
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 can ...
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Document Module Depending on your needs, you may either print generated documents or save plan information through available reports. Please review the following resources for instructions: Printing Documents Reports - Document Provis...