Popular Articles

  1. Rolling over data from a prior year

    A newer feature available for the 2014 and current 1099-Rs. Similar to the 5500 Module, the 1099-R Module is now able to "Bring forward [prior year] 1099 Participants for this plan only". Master and Designated Admin Users also have the option to "Br...
  2. Part 1: Getting Started

  3. Part 10: Special Topics

  4. 9.3. Print Settings

    From the Compliance Menu, hover over “Tools/Settings” à “Print Setting”, then press either “Plan Level” or “Global”. The “Global” settings can also be accessed from the top of the “Select Printing Parameters” page by clicking on the link “Global Pri...
  5. Adding Summary Annual Report or Annual Funding Notice

    To add a Summary Annual Report (SAR) or Annual Funding Notice (AFN), click on the link to the corresponding notice within the "Add Schedules" box. If you add the SAR, you will not have the option to add the AFN until you delete the SAR from the "D...
  6. Portal E-File

    If you chose to have a portal user E-File via the portal and later discover an error, then you will have to go back to the plan to click on the draft Form 8955-SSA to click on "Amend 8955". By clicking on the button, the form will become editable, a...
  7. Uploading Data to 8955-SSA - Batch (for multiple plans)

    The following guide will walk through how to batch import 8955 forms to multiple plans. Please Note: to use this feature plans must already exist in the software.   Step 1: Create a New 8955-SSA Batch From the Batches screen, click the...
  8. 8955-SSA Batch Features

    This guide explains the features and settings available within a batch. Before proceeding, see How to Create and Submit an 8955-SSA Batch  for batch creation instructions.  To use batch features: Add plans to the batch using Select ...
  9. 10.12. Excluding a Class of Employees

    If the plan document provides for excluding a particular class of employee you can follow the steps below to code your census: From the Compliance Menu click “Plan Specifications”. Expand the Eligibility section and under “Exclusions - Other” sele...
  10. Clone and Split Distribution

    Clone/Split Distributions Video The system is able to create a split distribution upon request. This is used when a participant wishes to receive their distribution in two different forms. For example, taking half of their distribution as a ca...