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This 35-minute recording walks through various new comparability profit sharing scenarios, including the setup, calculating allocations, testing and the auto-solve features. ...
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This 11-minute recording walks through the setup and processing of a plan using our plan aggregation tool. This feature allows you to combine the data from two or more plans into an additional “master plan”. This feature is most commonly us...
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The Create/Edit Grid and Grid Mapping video is a tutorial for creating and editing custom census grids that includes compensation mapping for primary and supplemental census grids. Written instructions can also be found in Part 5: Census | ...
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Last Updated: 11/05/2026
in 5500 User Guide
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To complete an 8955 -SSA, look for the "8955 - SSA" box in the upper-right hand corner of the "Form 5500 - Year" screen (shown below). Along the top of the box are options for IRS FAQs for 8955 - SSA , "Batches/Fulfillment" (allows you to uplo...
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E-Filing Form 8955-SSA
Key Differences from Form 5500
The 8955-SSA does not require the 5500 to be locked or ready to file.
Unlike the 5500, you do not need to lock the filing for the user to sign.
DOL credenti...
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View this quick, two-minute video demonstrating the global client package functionality.
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This video goes over how to run Component testing/Restructuring within the Compliance module.
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ACA Batch Frequently Asked Questions (FAQs)
Q1: What does ftwilliam.com's fulfillment service include for ACA?
Q1a: What States will ftwilliam.com offer for E-File?
Q1b: What is the cost to use ftwilliam.com's services?...
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Last Updated: 11/05/2026
in 1099 User Guide