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  1. Other Forms

    Created On: 06/02/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions

  2. 2025 1099 and 5498 Form Instructions

    Created On: 05/15/2025 in 1099 User Guide Annual 1099 Module Form Instructions

  3. 1099 Batch E-filing and Fulfilment Services

    Created On: 05/15/2025 in 1099 User Guide

  4. 1099 State Filing

    Created On: 05/15/2025 in 1099 User Guide

  5. 945 Forms

    Created On: 05/15/2025 in 1099 User Guide

  6. Printing 1099 Data

    Created On: 05/15/2025 in 1099 User Guide

  7. 1099 Corrections

    Created On: 05/15/2025 in 1099 User Guide

  8. Uploading Data to 8955 - SSA - Single Plan

    Created On: 05/02/2025 in 5500 User Guide Completing Form 8955-SSA, Uploads, Batch Features
    8955- SSA Page 1 Upload   Top Do not click on "Add Form 8955 - SSA." First, within the "8955 - SSA" box, click on the "Upload" link. You will be directed to the "8955 - SSA Upload Menu" screen where you would click on "Page 1 CSV Upload (P...

  9. AFN and SAR Information

    Created On: 04/30/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions

  10. AFN 2/2/2015 Final Rule Sec. 2520.101-5

    Created On: 04/30/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions AFN and SAR Information
    2/2/2015 Final Rule - Annual Funding Notice for Defined Benefit Plans Link to the final rule   Scope Limited Exceptions for Certain Multiemployer Plans Mergers and Consolidations Identifying Information (Sec. 2520....
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