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This video covers creating a company/plan, general navigation, support resources, plan specifications and census. ...
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Last Updated: 08/16/2024
in Documents User Guide In the Plan Document module screen, you can print all the relevant forms and documents for the selected plan type. Plan Documents Note: Documents and forms may not generate correctly if the status for any section is "NOT-OK" or "???". If the s...
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Last Updated: 12/19/2024
in Documents User Guide
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Click on the name of the form you wish to edit and the form will open in a screen where you can enter and edit information (shown at right). There is no need to click 'Update' buttons. Once information is entered, it is saved in the system. Not...
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Checklist Item
Description of Change Made
Notes on "Mapping" or Defaults
Section A: General Information
General
A.3a
IRS now requires plan effective date to be no earlier ...
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This video covers the tasks within the compliance module including scrub/eligibility, calculating employer contributions and testing ...
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Last Updated: 06/26/2025
in DC Compliance Help Center
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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 s...
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Last Updated: 12/19/2024
in Documents User Guide
The Plan Document software helps you draft Plan Documents and other supporting documents as you complete the online Checklist found on the Edit Plan screen. Some of the data entered within the Checklist automatically populates sections of IRS Form...
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Last Updated: 12/19/2024
in Documents User Guide Edit Plan The Edit Plan screen is the home page for each plan and enables you to access each available module for the plan, such as Admin, 5500s, Portal, etc., as well as edit data about the plan itself. In the top left, you will see the basic inf...