-
Last Updated: 09/09/2025
in DC Compliance User Guide
-
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...
-
-
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...
-
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
...
-
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...
-
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...
-
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
...
-
2025 Instructions for Schedule R
(Form 5500)
Retirement Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Purpose of Schedule ...
-
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...