Updated Articles

  1. 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...
  2. 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 ...
  3. 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 ...
  4. 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...
  5. 2025 Instructions for Schedule MB

    2025 Instructions for Schedule MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information View General Instructions | View Official Instructions Table of Contents ...
  6. 2025 Instructions for Schedule I

    2025 Instructions for Schedule I (Form 5500) Financial Information - Small Plan View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File ...
  7. FAQ and Supplementals

  8. 5330 FAQs

    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 ...
  9. 2025 Instructions for Schedule H

    2025 Instructions for Schedule H (Form 5500) Financial Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File Sp...
  10. 2025 Instructions for Schedule G

    2025 Instructions for Schedule G (Form 5500) Financial Transaction Schedules View Gener al Instruction s | View Official Instructions Table of Contents General Instructions Who Must File ...