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It is recommended that you test your settings before sending invitations to the portal. To test the 5500 Module settings, navigate to the “Global Email Settings” screen and click on “Edit” to the right of either 'Signer Email' or 'Portal Email'....
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Last Updated: 04/27/2026
in Portal User Guide
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The purpose for the Reminder/Follow-Up email Notifications is to help you and your clients keep track of what tasks remain on the portal user's ToDo List. To set up Notifications in the Global Emails Settings, you have to be the Master Admin Use...
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Overview Each user on the ftwilliam.com system has a profile, which stores a variety of information, including login credentials, contact details, and module permissions. From the Edit Users screen, a profile can be updated by the Mast...
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Last Updated: 04/15/2026
in Documents User Guide
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Uploading a File To upload a file, choose the file from your computer and and click the "Submit" button. The system will provide an immediate preview window of the proposed changes before the upload is performed. This preview enables you to revi...
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Updating Company Information To update information for an existing company on your account, the file upload include at least one of the following identifiers for each entity as a column header: CustomerID: This is a unique value you assign to e...
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To add new companies or plans to your account, the file upload must include identifying information for each entity as column headers. Required Fields CompanyName: This column header is mandatory for every new company or plan. Adding a Pla...
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You can access the Upload Center from the Wolters Kluwer drop-down menu, select Company/Plan, followed by Upload Company/Plan Data. Add/Modify Company and Plan Data - this link can be used to create your own upload to update existing plans ...
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2025 Instructions for Form 5500-SF
Short Form Annual Return/Report of Small Employee Benefit Plan
View Official Instructions | Business Codes | Plan Characteristic Codes
Table of Contents
Changes to...