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Last Updated: 04/02/2026
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 i...
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Last Updated: 04/02/2026
in Documents User Guide
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Last Updated: 04/02/2026
in Documents User Guide Reports
Designated Admin users can access plan document reports from the Wolters Kluwer menu, select Reports, followed by the report you wish to access. Below is a description of each plan document document report available. 1. Company Data - ...
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Last Updated: 04/01/2026
in DC Compliance User Guide
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Participant Record From the Census screen, you can access the individual participant's data by selecting their name from the Participant Record dropdown or by clicking their name below the census grid in the "Active/Inactive Employees not on curr...
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Two Factor Authentication (2FA) FAQs
Q1: Is the 2FA a requirement?
Q2: I do not see Account Profile under my login when I click on the Wolters Kluwer Logo > Administrative Tasks.
Q3: Can we only add this for only our firm's us...
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Last Updated: 03/19/2026
in Documents User Guide
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When using the "Add Plan" feature, the defaults you have selected in the ZZZ-Default Plan for a particular checklist can be automatically populated. In addition, any checklist that is converted from a Misc. (1099, 5500, or Compliance) checklist to...
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The Edit Plan page is where you can update plan specific data. In the top left, you will see basic information about the plan, including: Company Name Plan Name Checklist type Employer Identification Number, Plan Number, and Plan Year En...
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Last Updated: 03/19/2026
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...