New Articles

  1. Batch Annual Notice

  2. User Roles / Permissons Explained

    Standard User Access is limited to modules and features explicitly granted in their profile. Cannot manage users or perform administrative tasks. Designated Admin Can manage plans, users, and administrative tasks. Must have “Designate...
  3. Form 5558 Instructions

    Form 5558 Application for Extension of Time To File Certain Employee Plan Returns (January 2025) View Official IRS Instructions Table of Contents General Instructions Future Developments ...
  4. 2025 Instructions for Schedule SB

    2025 Instructions for Schedule SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information View General Instructions | View Official Instructions Table of Contents General Instructions ...
  5. 2025 Instructions for Schedule R

    2025 Instructions for Schedule R (Form 5500) Retirement Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Purpose of Schedule ...
  6. 2025 Instructions for Schedule MEP

    2025 Instructions for Schedule MEP (Form 5500) Multiple-Employer Retirement Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must F...
  7. 2025 Instructions for Schedule MB

    2025 Instructions for Schedule MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information View General Instructions | View Official Instructions Table of Contents ...
  8. 2025 Instructions for Schedule I

    2025 Instructions for Schedule I (Form 5500) Financial Information - Small Plan View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File ...
  9. 2025 Instructions for Schedule H

    2025 Instructions for Schedule H (Form 5500) Financial Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File Sp...
  10. 2025 Instructions for Schedule G

    2025 Instructions for Schedule G (Form 5500) Financial Transaction Schedules View Gener al Instruction s | View Official Instructions Table of Contents General Instructions Who Must File ...