-
A User with permission to Edit the Portal module can update a portal username from the Edit Portal User screen. Navigate to the Portal Users Tab in the Portal module. Click the menu icon (three dots) next to the user whose username ne...
-
Each Form 5330 includes its own Attachments link. To add an attachment, simply select the link located directly below the specific Form 5330. The MeF system permits only specific types of attachments, which are listed below: Att...
-
Last Updated: 03/26/2025
in 5330 User Guide
-
When filing Form 5330, you may need to include one or more of the following attachments, each with its own specific formatting and content requirements: 8822-B Amended Return Changes (template provided) Prohibited Transactions Correct...
-
-
What Are Divisions? Divisions are containers that group companies (Plan Sponsors) together, allowing for customized permissions. This makes it easy to control which users can access specific companies. For example:
If an employee manages 30...
-
Last Updated: 03/19/2025
in 5330 User Guide
-
Once a filing is locked and a signer is invited, the portal can be accessed using the link in the invitation, along with a username and password. On the first login, the signer will be asked to answer three security questions and set a new passw...
-
The ftwilliam.com software will allow you to set up default Paid Preparers to select for use on the Forms 5330 and 720. To add default reps, click on 'Edit IRS Reps' under the 'DRAFT-EDIT' column within the "Other Forms" box. Next, click on "Add...
-
Last Updated: 02/26/2025
in Portal User Guide