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To filter your search on the Home page by Master and/or Adopting Employer plans, click on your name in the upper right corner and select "Edit Profile". Set "Display MEP/PEP Identifier" to "Yes" and click on the "Update" button. On the H...
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To print the Joinder Agreement and any supporting forms/notices for your Adopting Employer(s), go to the print Plan Document page of your Adopting Employer. 1. From the Edit Plan page, click on the "Plan Documents" button. 2. Select the Joi...
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In the Master Plan, the lock/unlock feature in the checklist allows you to indicate which parameters an adopting employer may have that are different than what the Master Plan has selected. There are certain parameters which are not permitted to b...
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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...
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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...
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Make sure that all Master Plan and Adopting Employer plans have been added to your account. To add these plans, follow the same steps used to add any other plan to the system. You can add your companies and plans using the standard Add Company an...
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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...
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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 ...
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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 ...
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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 ...