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The Global Edit Filenames feature allows users to customize file naming conventions across your entire organization or within specific divisions. When using the “Do with selected” option on the print Plan Document page, users can easily apply file...
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Global Document Print Settings provide centralized control over how documents are printed. Configured by Master and Designated Admin users, these settings ensure consistency and compliance by applying uniform print preferences across all documents...
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Created On: 02/27/2026
in Documents User Guide
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Created On: 02/23/2026
in Documents User Guide
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The Default Plan feature allows you to streamline adding plans by designating a specific company and plan(s) as your primary choice. You can create an unlimited number of default plan checklists for the same plan type. For example, you can have mu...
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When using the "Add Plan" feature, the defaults you have selected in the ZZZ-Default Plan for a particular checklist can be automatically populated. In addition, any checklist that is converted from a Misc. (1099, 5500, or Compliance) checklist to...
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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 ...
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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
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