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  1. 2024 Annual Funding Notice (AFN) Instructions

    Last Updated: 12/18/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions 2024 5500 Forms and Schedules
    Annual Funding Notice View Official DOL Regs | Single-Employer Cross Reference Chart | Multiemployer Cross Reference Chart DOL Guidance 4/3/2025 Field Assistance Bulletin No. 2025-02 Appendix 1- Secure 2.0 ...

  2. Completing Form 5558, Uploads, Batch Features

    Last Updated: 07/16/2025 in 5500 User Guide

  3. Completing Form 5330 and Schedules

    Last Updated: 03/26/2025 in 5330 User Guide

  4. Preparing for E-file

    Last Updated: 02/16/2025 in 5330 User Guide

  5. 2025 Instructions for Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

    Last Updated: 12/04/2025 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions General Instructions Future Developments What's New Reminders Specific Instructions Designated Roth Account Contributions I...

  6. 5330 Module FAQ and Supplementals

    Last Updated: 12/19/2025 in 5330 User Guide

  7. Portal Users Experience

    Last Updated: 03/19/2025 in 5330 User Guide

  8. 5330 FAQs

    Last Updated: 11/03/2025 in 5330 User Guide 5330 Module FAQ and Supplementals
    Table of Contents Q1: What are the differences between subscription access? (5500 only vs 5330 add on) Q2: Do I need the 5500 module to access 5330 e-filing? Q3: What is the purpose of the additional pages for the Schedule ...

  9. 2025 Instructions for Form 5500-SF

    Last Updated: 01/08/2026 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
    2025 Instructions for Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan View Official Instructions | Business Codes | Plan Characteristic Codes Table of Contents Changes to N...

  10. Compliance Portal Files

    Last Updated: 08/05/2025 in Portal User Guide
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