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  1. 2025 Instructions for Form 5500-SF

    Last Updated: 04/09/2026 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...

  2. 2025 Instructions for Form 5500

    Last Updated: 01/22/2026 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
    2025 Form 5500 Instructions Annual Return/Report of Employee Benefit Plan View Official Instructions | Quick Reference Chart | Business Codes | Characteristics Code General Instructions EFAST2 Pr...

  3. 2025 Instructions for Form 5500-EZ

    Last Updated: 01/13/2026 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-EZ Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan View Official IRS Instructions | Business Codes | Characteristics Codes   Table...

  4. 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 ...

  5. Completing Form 5558, Uploads, Batch Features

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

  6. 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...

  7. Completing Form 5330 and Schedules

    Last Updated: 02/19/2026 in 5330 User Guide

  8. Preparing for E-file

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

  9. 2025 Form 5330 Instructions

    Last Updated: 03/13/2026 in 5330 User Guide Form 5330 IRS Instructions 2025 Form 5330 Instructions
    Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2025) View Official IRS Instructions Table of Contents General Instructions Future Developments...

  10. 2025 Instructions for Form 8955-SSA Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits

    Last Updated: 02/09/2026 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions Other Forms
    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 Table of Contents ...
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