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Last Updated: 02/19/2026
in 5330 User Guide
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Table of Contents
Q1: What are the differences between subscription access? (5500 only vs 5330 add on)
Q2: Do I need the 5500 module to access 5330 e-filing?
Q3: What is the purpose of the additional pages for the Schedule ...
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To upload one or multiple Form 5330s, select the Upload link within the 5330 Box in the 5500 Module. In the Form 5330 Upload/Download window, users can:
Download a sample template and schema CSV files.
Download existing Form 5330s for on...
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Last Updated: 02/19/2026
in 5330 User Guide
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The Workflow Grid is located in the Compliance Menu, under “Tools/Settings”, by clicking “Workflow”. This is a global grid, listing each plan under a customer’s account to which a year end has been added in the Compliance software and showing ...
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Last Updated: 02/16/2026
in Portal User Guide
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Last Updated: 02/16/2026
in Portal User Guide
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When you are setting up email setting for the various modules, you will be able to set up confirmation emails. 5500 Module*: Confirmation Emails: If you would like to receive confirmation emails when the Form 5500/SF has been submitted, you ...
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Confirmation E-mail Assistant Simulator
This tool will help identify where confirmation e-mails will be sent based on the module selections entered into the Global E-mail Settings and other locations specific to the module.
To use:
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