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ACA Batch Tutorial Video

Created On: 02/27/2026 in ACA User Guide ACA Module FAQ and Supplementals

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Default Plans

Created On: 02/23/2026 in Documents User Guide
Workflow

Created On: 02/16/2026 in Portal User Guide Compliance Portal Files

The Workflow Grid is located in the Compliance Menu, under “Tools/Settings”, by clicking “Workflow”. This is a global grid, listing each plan under a customer’s account to which a year end has been added in the Compliance software and showing ...
5330 Video Demonstration

Created On: 02/12/2026 in 5330 User Guide Completing Form 5330 and Schedules

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2025 Instructions for Form 8955-SSA Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits

Created On: 02/02/2026 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions Other Forms

2025 Instructions for Form 8955-SSA Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits View Official Instructions | View IRS FAQs Regarding Form 8955-SSA Table of Contents ...
BPO Dashboard Demo

Created On: 01/15/2026 in Managed Services What Does Managed Services Look Like

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What Does Managed Services Look Like

Created On: 01/15/2026 in Managed Services
What Does Managed Services Look Like

Created On: 01/15/2026 in Managed Services What Does Managed Services Look Like

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2025 Premium Payment Instructions

Created On: 12/18/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions Other Forms

2025 Premium Payment Instructions Please review “When to File” section carefully as rules for 2025 differ from prior (and future) years. View Official PBGC Instructions Table of Contents Introduction and ...
2025 Summary Annual Report (SAR) Instructions

Created On: 12/18/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules

Instructions for SAR checklist and Regulations Relating to the Summary Annual Report General Information Line 1a. Plan Name Line 1b. Plan Type Line 2a. SAR Instructions Line 2b. Custom Instructions Lin...