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This guide explains how to upload both Page 1 and Page 2 (Participant) data for Form 8955‑SSA within the 5500 Module. Each section walks through the available upload options and what to expect along the way. NOTE: The Generic XML File Upl...
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2025 Instructions for Schedule H (Form 5500)
Financial Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
Spec...
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Last Updated: 08/12/2026
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Last Updated: 08/12/2026
in DB/Combo Proposal User Guide
This guide is intended to give a quick tour of how the ftwilliam.com DB Proposal Module works. If you have additional questions, please contact support by clicking the drop-down box in the upper right corner of the software that displays your user...
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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...