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Last Updated: 10/03/2025
in 1099 User Guide
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At the top-left of the 1099-X Plan Year screen, you'll find the Edit Payer Data box. Clicking Edit Payer opens the Payer Data screen, where you can edit or update payer information.
Most fields will be pre-populated from the Ed...
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Annual Funding Notice
View Official DOL Regs | Single-Employer Cross Reference Chart | Multiemployer Cross Reference Chart
DOL Guidance
4/3/2025 Field Assistance Bulletin No. 2025-02
Appendix 1- Secure 2.0 Mo...
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Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans
Instructions for Form 5330
Return of Excise Taxes Related to Employee Benefit Plans
(Rev. December 2023)
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Customers that also subscribe to ftwPortal Pro can choose to deliver Annual Notices and supporting documents/forms using the "Publish" option at the top of the Batch Menu. Prior to publishing your Annual Notices and supporting documents/forms...
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Once you have added your plans to your batch, there are several functions available to you. Delete a plan from the list - if you have added a plan by mistake, you can remove the plan from your batch. First, select the plan and then click on the...
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There are two options for adding plans to a batch. You can click on the "Add Plans" button near the top of the menu. Or you can use the "Add Plans From File" option available under the "Batch Options" menu. To add plans via the "Add Plans" bu...
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To create a batch, first select the Month and year (PYE), then click on the "Select Date" button. For example, for notices effective January 1, 2026, select December for the "Month" and 2026 for the "Year End". 1. To create a batch, click th...
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The Batch Annual Notice feature can be accessed in two places: via the Wolters Kluwer menu and via the print Plan Documents page after plan selection. ...