-
1. To link your Adopting Employer(s), click on the "0" next to "Plans Linked" at the top of the Edit Plan page in the "Details" box. The number of plans linked will initially be "0". As you add Adopting Employers, this number will increase to ref...
-
From the "Edit Plan" page of the plan you wish to designate as the Master Plan, click on the "MEP/PEP Options" link located under the "Plan Menu". Check the box "Master MEP/PEP" to designate this plan as the Master Plan. Then, choose the appl...
-
Add the Master Plan and Adopting Employer Plan(s) to your account if not already on your account. You can add your companies and plans as normal in the plan document software. For example, via the Add Company and Add Plan features. If yo...
-
View General Instructions | View Official 1096 IRS Instructions
Help for item a. Top
Enter "Yes"; if final return for Payer. This response is used to indicate a final return on Form 945.
945 Payer Instruction...
-
View Official IRS Instructions
Table of Contents
Future Developments
What's New
Reminders
General Instructions
Purpose of Form 945
Who Must File
When to File ...
-
Use with the December 2025 revision of Form 945-A Annual Record of Federal Tax Liability
View Official IRS Instructions
Table of Contents
Future Developments
Reminders
General Instructions ...
-
To restate your PPA 403(b) Plans to Cycle 2 using the DocPrint feature, first create a batch selecting one of the 403(b) PPA plan types from the drop-down menu. For example, to restate your PPA 403(b) ERISA documents, you would choose the Volume ...
-
With the "Batch Edit Grid" link you can update plan parameters for multiple plans on the same on the checklist. To edit plan parameters - click on the "Batch Edit Plan Grid" link located under the "Batch Options" menu. From the "Grid View" ...
-
Customers that also subscribe to ftwPortal Pro can choose to deliver documents/forms using the "Publish" option at the top of the Batch Menu. You can also select plans from your list to that you want to publish. Select your plans, then click ...
-
Before printing your desired documents, you have the option to customize the file names via the Edit Filenames under the "Batch Options" menu. Level 1 applies to the folder that is downloaded from DocPrint. This will contain plan folders and fi...