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1. 2024 Annual Funding Notice (AFN) Instructions

   Last Updated: 10/03/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions AFN and SAR Information
   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 Mo...

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. FAQ and Supplementals

   Last Updated: 11/03/2025 in 5330 User Guide

6. Portal Users Experience

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

7. 5330 FAQs

   Last Updated: 11/03/2025 in 5330 User Guide 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 ...

8. Compliance Portal Files

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

9. Form 5558 Edit Status and Filing Status

   Last Updated: 06/09/2025 in 5500 User Guide Completing Form 5558, Uploads, Batch Features
   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...

10. Batch Annual Notice

    Last Updated: 11/12/2025 in Documents User Guide

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