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Last Updated: 02/26/2025
in Portal User Guide
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Last Updated: 12/09/2025
in 1099 User Guide
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Last Updated: 06/10/2025
in Portal User Guide
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Last Updated: 02/26/2025
in Portal User Guide
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To add Form 5330, begin by navigating to the 5500 Module for the specific plan year being filed. The 5330 option is located on the right side of the screen, under the 8955-SSA section. Select the +Add 5330 link in the Draft-Edit column. A...
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Last Updated: 02/26/2025
in Portal User Guide
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Portal Users are able to check the status of their 5330 filings by selecting the Check 5330 Status button on the left side of the screen: Once selected the filing year and description of the forms filed populate in the dropdown menu: NOT...
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A filing must be locked before it can be e-filed. A green check under the Status column for all associated forms confirms that all edit checks have been passed, allowing the filing to be locked. Locking is not possible if any forms fail the edi...
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What Are Divisions? Divisions are containers that group companies (Plan Sponsors) together, allowing for customized permissions. This makes it easy to control which users can access specific companies. For example:
If an employee manages 30...
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Starting with filing year 2024, the 5558 Report is now available in the 5500 Batch/Workflow menu. This report provides a comprehensive overview to help users track and manage Form 5558 submissions effectively. Selecting the 5558 Report lin...