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Global Email Settings can be accessed by selecting the Wolters Kluwer logo , then navigating to Administrative Tasks > Portal/Workflow > Global Email Settings . Only users with the role of Master Admin User or Designated Admin have permiss...
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Table of Contents
Who is considered a deferred vested participant?
When is the Form 8955-SSA due?
On the Form 8955-SSA, for what purpose can I check the "Special extension" box?
Must I file a Form 8955-SSA for a year ...
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Table of Contents
Q1: Amending a Filing
Q2: Prior Year Filings
Q2a: Amending a Prior Year 5500-SF for a One-Participant or Foreign Plan
Q2b: Amending a Prior Year 5500-EZ
Q3: Notices from IRS (CP 403 and CP 406 N...
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This guide outlines the steps to require .CSV file format for census uploads—both when sending census files to portal users and when receiving census uploads from them. This ensures consistency, reduces processing errors, and aligns with system re...
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To set up Portal Branding, you have to be the Master Admin User or a Designated Admin. If you have these designations, you can access the Portal Branding via the Wolters Kluwer Logo>Administrative Tasks>Portal / Workflow> Portal Branding: Po...
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Last Updated: 01/30/2026
in Portal User Guide
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Correcting Payees in a Locked Batch (FTW Fulfillment Originals) If the original records were processed through FTW Fulfillment , follow these steps to prepare a correction:
Access the FTW System
Select the appropriate Company...
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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. Uploading Page 1 Information To beg...
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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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Last Updated: 01/21/2026
in Portal User Guide