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1. 2025 Instructions for Form 5500-SF

   Last Updated: 03/17/2026 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. 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 ...

3. Completing Form 5558, Uploads, Batch Features

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

4. 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...

5. Completing Form 5330 and Schedules

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

6. Preparing for E-file

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

7. 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...

8. 5330 Module FAQ and Supplementals

   Last Updated: 03/17/2026 in 5330 User Guide

9. 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...

10. Portal Users Experience

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

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