PREPARING 5500s:
- Adding and Deleting a Company and/or Plan (3:09 min.)
- 55-Autofill (1:38 min.)
- Bringing Forward Prior Year Data into the Current Year (2:07 min.)
- Adding, Deleting and Viewing an Attachment (2:08 min.)
- 5500 Upload and Download Center (3:43 min.)
- Completing a Final or Short Year Filing When the Next Year's Forms are not yet Available (2:20 min)
- Bringing Forward Prior Year Signers (All at Once, One at a Time) (1:35 min.)
- 5500 Software Tutorial (1 hr.)
- 5500 Demonstration (1hr.)
PORTAL:
- Resetting a Portal User's Password (1:20 min.)
- Viewing a Portal User's Portal (1:01 min.)
- How a Portal User E-Files Form 8955-SSA from the Portal (1:29 min.)
- How You Add a Portal User to E-File Form 8955-SSA from the Portal and Your View Once Your Portal User has E-Filed (2:01 min.)
- How to Add a Portal User if You Receive a Message that the Portal Username Already Exists (3:10 min.)
- Adding a Portal User to Sign a 5500 Filing (4:40 min.)
SIGNING PROCEDURES:
- Completing a Local Sign (3:43 min.)
- Setting up Confirmation Emails so You will Receive the "Submitted" and "Accepted," "Not Accepted" or "Rejected" Emails when a 5500 is Filed (9:15 min.)
- How the Portal User Submits a 5500 Filing to the DOL from the Portal (4:13 min.)
AMENDING 5500 FILINGS:
- Amending a 5500 Filing that was not Originally Filed through ftwilliam.com (3:15 min.)
- Amending a 5500 Filing that was Originally Filed through ftwilliam.com (2:35 min.)
8955-SSAs:
- Creating a Batch of 8955-SSAs to Utilize ftwilliam.com's Fulfillment Service (5:27 min.)
- Creating a Batch of 8955-SSAs to Electronically File the Forms Yourself to the IRS FIRE Site (3:23 min.)
- How a Portal User E-Files Form 8955-SSA From the Portal (1:29 min.)
- How You Add a Portal User to E-File Form 8955-SSA from the Portal and Your View Once Your Portal User has E-Filed (2:01 min.)