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If you've forgotten your password, follow these steps to reset it:
Step 1: Enter Company Code and Username
To begin the reset process:
Go to the login screen.
Enter your Company Code and Username .
These fields are required...
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Last Updated: 04/27/2026
in Portal User Guide
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Last Updated: 02/26/2025
in Portal User Guide
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2025 Instructions for Schedule R
(Form 5500)
Retirement Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Purpose of Schedule ...
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2025 Instructions for Schedule I (Form 5500)
Financial Information - Small Plan
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
...
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Before accessing any form or schedule, the form must first be added to the 5500 - Year box. The following methods are available:
Quick Links:
Manual Entry
55Autofill
Bring Forward Prior Year Data
Addi...
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At the top-left of the 1099-X Plan Year screen, you'll find the Edit Payer Data box. Clicking Edit Payer opens the Payer Data screen, where you can edit or update payer information.
Most fields will be pre-populated from the Ed...
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Form 5558
Application for Extension of Time To File Certain Employee Plan Returns
(January 2025)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments
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View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
What's New
Reminders
Specific Instructions
Excepti...
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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...