Updated Articles

  1. 2.3. Eligibility, Contribution, Vesting and Distribution

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide QS Part 2: Compliance Menu - Plan Specifications
    Review plan specifications and make sure they are in line with the plan document Q.S. Tip: If you use ftwilliam.com plan documents most fields will be populated and you will need only to review and make minor modifications; otherwise code p...

  2. 2.2. General Plan Features

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide QS Part 2: Compliance Menu - Plan Specifications
    Make sure all date fields are populated and in the correct numeric format using the calendar in the box. If you want to use employee number, rather than social security number as the unique participant identifier, you should indicate here under ...

  3. 2.1. Sources & Investment Accounts

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide QS Part 2: Compliance Menu - Plan Specifications
    Select the asset custodian and enter the financial data import ID code, if applicable. Click the “Work with Sources/Inv Accounts” link. Make sure all the sources in the plan are displayed; if there are some missing, click the “Add Default Sourc...

  4. QS Part 1: Log-in and Access Compliance Module

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide QS Part 1: Log-in and Access Compliance Module
    Like all the ftwilliam.com software modules, you will access the Compliance Module by selecting a plan. Or add a new company and plan. Once you have selected the plan you will be on the Edit Plan screen; click the “Compliance” button in the Plan M...

  5. Completing Form 8955-SSA, Uploads, Batch Features

    Last Updated: 06/25/2025 in 5500 User Guide

  6. How to Set Up and Allow for E-Filing of Form 8955-SSA by a Portal User

    Last Updated: 06/25/2025 in 5500 User Guide Completing Form 8955-SSA, Uploads, Batch Features
      Allow 8955-SSA E-File: If "Yes" is selected within the Edit Portal User Screen AND the 8955-SSA has an "OK" status, the user will have the ability to electronically file the 8955-SSA to the IRS. When the portal user clicks on "E-File 8955-SSA" ...

  7. 5330 FAQs

    Last Updated: 06/24/2025 in 5330 User Guide FAQ and Supplementals
    Table of Contents Q1: What are the differences between subscription access? (5500 only vs 5330 add on) Q2: Do I need the 5500 module to access 5330 e-filing? Q3: What is the purpose of the additional pages for the Schedule C P4...

  8. FAQ and Supplementals

    Last Updated: 06/24/2025 in 5330 User Guide

  9. How to Provide Portal Users Access to Complete the Census within the Portal

    Last Updated: 06/12/2025 in Portal User Guide Compliance Portal Files
    Portal User permissions for the Compliance module may be accessed from within the Compliance module as shown below or from the Edit Portal User screen under the Compliance tab within the Portal Module.  From within the Compliance Module under the...

  10. Preparing a .txt file for the FIRE website

    Last Updated: 06/12/2025 in 1099 User Guide 1099 Batch E-filing and Fulfilment Services
    Users can download files from ftwilliam.com for upload into the  FIRE system . Note that for 8955-SSA forms each filing is uploaded separately - that is not the case for 1099s as user can upload the .txt files in a batch. Before users are able to...
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