Popular Articles

  1. Inviting a Portal User to View or Sign the 5330

    Last Updated: 02/03/2025 in 5330 User Guide Preparing for E-file
    Once a portal user has been assigned to the plan with 5330 permissions, a link will appear on the 5330 E-File Status dashboard.  Regardless of lock status, if a user has proper permissions to view/print the Form 5330, a link to invite will ap...

  2. Add Forms and Schedules

    Last Updated: 10/30/2025 in 5500 User Guide Completing 5500 Forms and Schedules
    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...

  3. E-file Status Dashboard Features and Functionality

    Last Updated: 02/03/2025 in 5330 User Guide Preparing for E-file
    The E-File Status Dashboard is a plan-level tool designed to track and manage all active Form 5330 filings for a specific plan and filing year.  Accessing the Dashboard Navigate to the 5500 Module . In the 5330 section , click the E...

  4. Adding Portal Users / Signers to Form 5330

    Last Updated: 02/03/2025 in 5330 User Guide Preparing for E-file
    There are two primary methods to add a Portal user for viewing or e-filing Form 5330. Method 1: Using the 5500 Menu Navigate to the 5500 menu . Select Work with Signers/Portal Users . If a Form 5500 or 8955-SSA has already be...

  5. Part 2: Create a New Loan in the Loan Module.

    Last Updated: 12/04/2024 in DC Compliance Loan User Guide Part 2: Create a New Loan in the Loan Module.
    All of the first links shown are from the Plan Compliance Menu, the homepage for the compliance software, at the top right of the home screen. Note that the loan module is separate from the Transactions/Statement Menu until you post loans, payments...

  6. Adding Attachments to the Form 5330

    Last Updated: 03/26/2025 in 5330 User Guide Completing Form 5330 and Schedules
    Each Form 5330 includes its own Attachments link. To add an attachment, simply select the link located directly below the specific Form 5330. The MeF system permits only specific types of attachments, which are listed below: Att...

  7. Form 8453-TE

    Last Updated: 02/26/2025 in 5330 User Guide Completing Form 5330 and Schedules
    The Form 8453-TE, found in the Final column of each Form 5330 filing, serves as a declaration of authorization for electronic filing with required signatures and details.  This non-editable form auto-populates using information from the Form 53...

  8. 2025 Instructions for Schedule MEP

    Last Updated: 01/08/2026 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
    2025 Instructions for Schedule MEP (Form 5500) Multiple-Employer Retirement Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must Fil...

  9. Document Template

    Last Updated: 12/04/2024 in Distributions Document Template
    Document Template Editor Video The Document Template Editor is used to create custom documents for your distributions. These templates can then be used to complete a distribution package for printing, a custodial directive, cover letter, etc. To...

  10. Annual Questionnaire Information and Batch Processing

    Last Updated: 02/26/2025 in Portal User Guide
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