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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...
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Last Updated: 10/22/2024
in Documents User Guide
The PPA Restatement Batch allows the user to convert EGTRRA plans to PPA. Once converted to PPA, the user is able to print the Restatement, along with a Cover Letter, Basic Plan Document (BPD), if applicable, Summary Plan Description (SPD) and Par...
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Last Updated: 08/16/2024
in Documents User Guide Clicking the Create New Edit Check button will take you to the Custom Edit Check Builder screen to create a completely customized edit check. These are the steps you will take to create a custom edit check: Choose Document Classification – ...
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Cycle 3 Restatement
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Here is an example showing the format you will use to Run All Tests via ftwLink. [Key ID] 1234 3456 Q 2024-12-31 ...
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Run All Tests SOLVING! In addition to running through all tasks from Scrub/Eligibility down through the Top Heavy Test, pressing the Run All Tests link will also run up to 12 different testing scenarios if the initial settings fail the 410(b) C...
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