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To complete the Online Annual Questionnaire, you can either select the option from your ToDo list. Or by selecting your plan and clicking the 'Online Annual Questionnaire' link / button on the left side of the page. If your plan administrator...
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Last Updated: 06/05/2025
in Portal User Guide
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When using specify a server, you may see one of the following error messages when attempting to send an email. Error connecting or logging into the SMTP server. This error message indicates that there was likely an error connecting to your SMT...
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The Download History Report is a way to track what the portal users have downloaded in the portal. It contains dates the admin uploaded documents for the portal user to download; dates the portal user downloaded the documents; which admin uploaded...
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The 5500 > [Year] screen is the "Homepage" for the 5500 return/report for the plan. Near the top of the screen you will find information showing the Company, Plan Name and checklist type for the plan. Just below that is information regarding ...
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This will bring data forward any schedules that existed in the prior year but not in the current year, so existing schedules will not be overwritten. In addition, if you click on the option to "Bring forward (prior year) data to (current year) for al...
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If you chose to use our fulfillment service and later discover an error, then you will have to create a new batch. While creating the new batch, make sure to check the box "Amended batch?*". When you are brought to the select plan screen, you will...
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Once you press the “Compliance” button for a plan, you will be taken to the Compliance page where the system will have the “Add Year End” box ready for you to enter the first plan year end you want to work on. After entering the plan year end into t...
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Tabs are located on both the left and right side of every page. Clicking these tabs will take the user to one of the main screens in the software, such as the Census, Tasks or Transactions, as applicable. The options change depending on which page t...