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Last Updated: 10/06/2026
in DB Compliance User Guide
DB COMPLIANCE USER GUIDE
Training & Reference Guide for Conversion & Ongoing
Summary
Process
Detailed Step-by-Step Process
PLAN DOCUMENT INTEGRATION (Step 1)
FTW Step 1: ftw Plan...
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In the "Select Printing Parameters" screen are options to add a default cover letter, select a printing style and orientation for this cover letter and each of the reports. Having designed custom styles for the client letter and reports, the nex...
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You can design your own styles and save them as options for future selection for individual plans, modify the default client letter and add custom language in global settings. Set Default Client Letter Click on the “Global Printing Parameters...
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Last Updated: 10/01/2026
in 5500 User Guide
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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 ...
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E-Filing Form 8955-SSA
Key Differences from Form 5500
The 8955-SSA does not require the 5500 to be locked or ready to file.
Unlike the 5500, you do not need to lock the filing for the user to sign.
DOL credenti...
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Last Updated: 10/01/2026
in 5500 User Guide
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What is 55Autofill*?
55Autofill* allows you to download all of the prior year's Form 5500 data from the DOL database into the current year's 5500 forms by entering the plan sponsor's EIN number.
Where does the information come from...
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Please Note: Rejected Submissions do not require a filing be Amended. Please see the below for more information. Rejected : the IRS rejected the submission, corrections must be made, and the filing resubmitted. Clicking the Rejected l...
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Last Updated: 09/25/2026
in 5330 User Guide