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5500s/8955-SSAs

5500 Resources
Form 5500: What's New for 2023 Filings Webinar FAQs
Form 5500/8955-SSA User Guides
Video Tutorials

Amending 5500 Filings
How do I Amend a 5500 Filing that was Originally Filed through ftwilliam.com?
How do I Amend a 5500 Filing that was not Originally Filed through ftwilliam.com?

Form 8955-SSA
How do I upload data to populate my Form 8955-SSA?
I am Receiving an edit check in Regards to the Plan Admin/Sponsor's Name Typed onto the draft Form 8955-SSA. What does this mean?
What are the necessary Steps for Creating a Batch (to electronically file to the IRS FIRE Site)?
What are the necessary steps to create a Batch (to Utilize ftwilliam.com's Fulfillment Service)?
Which Participants Do I Report on Lines 6a and 6b of Form 8955-SSA?

Preparing 5500s
How Do I Batch Edit Check and Lock 5500 Filings?
How do I clear a radio button (e.g. "Yes" or "No" response) on my form or schedule?
How Do I Prepare A Prior Year Filing For 2002-2008?
How do I Prepare Form 5500-SF for a One-Participant/Foreign Plan?
How do I Complete a Final or Short Year Filing When the Next Year's Form is not yet Available?
How do I Prepare a Prior Year Filing for 1988-2001, 2009-15?
See all 9 articles

Signing Procedures
Adding 5500 Signers
I am receiving a "Command Line Argument is not Valid" Error Message when I select "Click to Open Email." What does this mean?
How do I Complete a "Local Sign" (Signing on Behalf of My Client)?
How do I sign on Behalf of a DFE?
How do I Obtain Signing Credentials from the DOL?
How do I Set Up Two Separate Signers to Submit a Filing to the DOL (One as Administrator, One as Sponsor)?

Inviting Signers
Direct Signing Link Instructions

Portal
My portal user cannot remember his/her challenge questions to reset his/her own password and although I tried to assist, he/she did not receive the "Reset Password" email. How can they receive a new password?
How do I Reset My Portal User's Password?
How May I Disable the "Three Challenge Questions/Creating a New Password" Requirement for Portal Users?
Enabling Single Sign-On for Your Portal
I am receiving a message that the "Portal Username Already Exists." What does this mean?
Log-In Procedures for the Portal (Effective November 1, 2012)(and what You Should Expect)
See all 7 articles

Misc. Items
Creating a Custom 5500 Workflow Grid View
Why is My Filing Not Showing on EFAST?
How do I clear my Browser's Cache?
How do I Set up Confirmation Emails for the "5500" Module?
How do I Repair the Adobe Program Installed on my computer?
How do I Set Up the SMTP Server for the "Specify a Server" Email Sending Method on the "Global Email" Settings Screen?