Updated Articles

  1. Part 4: Plan Specifications

  2. 4.1. Sources & Investment Accounts

    This section contains the vendor selection, which is used if transactions from a specific vendor are being uploaded into the system. It is also where the “Work with Sources/Inv Accounts” link is found. Financial data import vendor Press the d...
  3. 2024 Form Instructions

  4. 2024 Instructions for Form 1099-R

    Instructions for Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. View Official IRS Instructions | View General Instructions General Instructions Futu...
  5. Form 5558 Instructions

    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 ...
  6. 2025 Instructions for Form 5500-EZ

    2025 Instructions for Form 5500-EZ Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan View Official IRS Instructions | Business Codes | Characteristics Codes | T...
  7. 2025 Instructions for Form 5500-SF

    2025 Instructions for Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan View Official Instructions | Business Codes | Plan Characteristic Codes Table of Contents Changes to N...
  8. 2025 Instructions for Schedule SB

    2025 Instructions for Schedule SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information View General Instructions | View Official Instructions Table of Contents General Instructions ...
  9. 2025 Instructions for Schedule R

    2025 Instructions for Schedule R (Form 5500) Retirement Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Purpose of Schedule ...
  10. 2025 Instructions for Schedule MEP

    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 F...