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Last Updated: 01/15/2026
in 5500 User Guide
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View Official IRS Instructions
Table of Contents
Future Developments
What's New
Reminders
General Instructions
Purpose of Form 945
Who Must File
When to File ...
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Table of Contents
Q1: Amending a Filing
Q2: Prior Year Filings
Q2a: Amending a Prior Year 5500-SF for a One-Participant or Foreign Plan
Q2b: Amending a Prior Year 5500-EZ
Q3: Notices from IRS (CP 403 and CP 406 N...
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All of the first links shown are from the Plan Compliance Menu, the homepage for the compliance software, at the top right of the home screen. Note that the loan module is separate from the Transactions/Statement Menu until you post loans, payments...
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Batching Form 5558 enables efficient processing by grouping selected plans into a single batch. This approach streamlines submission and printing, saving time and ensuring consistency across multiple filings.
The following walks through the...
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Table of Contents
Who is considered a deferred vested participant?
When is the Form 8955-SSA due?
On the Form 8955-SSA, for what purpose can I check the "Special extension" box?
Must I file a Form 8955-SSA for a year ...
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As of the 2024 filing year, Form 5558 can be e-filed through the EFAST2 system. This feature is not available for prior years or off-calendar plans using the 2023 Forms.
Please Note: The filing of form 5558 is a separate filing feat...
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Last Updated: 06/05/2025
in Portal User Guide
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2026 Premium Payment Instructions
View Official PBGC Instructions
Table of Contents
Introduction and What's New
Introduction
What's New
Who Must File
All Covered Pla...
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Once a filing is locked and a signer is invited, the portal can be accessed using the link in the invitation, along with a username and password. On the first login, the signer will be asked to answer three security questions and set a new passw...