Popular Articles

  1. How to Provide Portal Users Access to Complete the Census within the Portal

    Portal User permissions for the Compliance module may be accessed from within the Compliance module as shown below or from the Edit Portal User screen under the Compliance tab within the Portal Module.  From within the Compliance Module under the...
  2. How to Test the Global Email Settings for 'Preparer's Email Program'

    It is recommended that you test your settings before you begin sending invitations to the portal. To test the 5500 Module settings, you would go to the “Global Email Settings” screen and click on “Edit” to the right of either “Invite Signers” or “...
  3. How to Edit or Clone Default Email Templates and Reminders

    To access default language for a particular email, click on 'Edit' in the 'Select an Email to Edit' box for the message type you want to view. Note : You should select the appropriate tab for the software type you are working on (5500s, Complianc...
  4. Edit Status, Signed Status and Acceptance Status

    There are three statuses you should make note of at the top of the "Form 5500 - Year" screen that are described below. In addition, you may find options to invite users to the portal to sign or review/edit/upload attachments, depending upon the stat...
  5. Amending a Filing

    To amend a filing, you will need to select "Amend Filing" next to the "Details" link on the "Acceptance Status" line. Once you have clicked on "Amend Filing," a screen to confirm your selection will appear with the following warning: Confirm ...
  6. Work with Signers/Portal Users

    This function will set up who will be signing the Form 5500 and/or making changes to the Form 5500 filing via the portal (editing the form via the portal and/or uploading files via the portal). You will assign each user a username, password and email...
  7. Bring forward (prior year) signers to (current year) for all plans

    This function will move forward signer data from the prior year to the current year for ALL PLANS. The process may take a couple minutes. NOTE: If signer(s) have already been added for a given plan and year, the bring forward operation will silently...
  8. A list of Foreign County Codes

    If you have a foreign address, the following are acceptable country codes: CODE COUNTRY AF Afghanistan AX Aland Islands AL Albania DZ Algeria AS American Samoa AD Andorra AO Angola AI Anguilla AQ Antarctic...
  9. Part 4: Plan Specifications

  10. 4.3. Eligibility

    The Eligibility section of Plan Specifications is where the user will set exclusions (such as union or leased employees), indicate whether the eligibility computation period will switch to the plan year, review the age and service eligibility rules ...