-
Instructions for SAR checklist and Regulations Relating to the Summary Annual Report
General Information
Line 1a. Plan Name
Line 1b. Plan Type
Line 2a. SAR Instructions
Line 2b. Custom Instructions
Lin...
-
2025 Premium Payment Instructions
Please review “When to File” section carefully as rules for 2025 differ from prior (and future) years. View Official PBGC Instructions
Table of Contents
Introduction and ...
-
Set Allocation Parameters Clicking on the Allocation row will expand the Allocation Parameters. Here you can enter details about how allocations should be handled in the plan and the necessary allocation formula(s). The options you see will be ...
-
Annual Funding Notice
View Official DOL Regs | Single-Employer Cross Reference Chart | Multiemployer Cross Reference Chart
DOL Guidance
4/3/2025 Field Assistance Bulletin No. 2025-02
Appendix 1- Secure 2.0 ...
-
2/2/2015 Final Rule - Annual Funding Notice for Defined Benefit Plans
Link to the final rule
Scope
Limited Exceptions for Certain Multiemployer Plans
Mergers and Consolidations
Identifying Information (Sec. 252...
-
2024 Instructions for Schedule A (Form 5500)
Insurance Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
Specific I...
-
Last Updated: 12/17/2025
in Documents User Guide DocPrint
Before printing your desired documents, you have the option to customize the file names via the Edit Filenames under the "Batch Options" menu. Level 1 applies to the folder that is downloaded from DocPrint. This will contain plan folders and fi...
-
Last Updated: 12/17/2025
in Documents User Guide
-
Last Updated: 12/17/2025
in Documents User Guide DocPrint
Customers that also subscribe to ftwPortal Pro can choose to deliver documents/forms using the "Publish" option at the top of the Batch Menu. You can also select plans from your list to that you want to publish. Select your plans, then click ...
-
Last Updated: 12/17/2025
in Documents User Guide DocPrint
With the "Batch Edit Grid" link you can update plan parameters for multiple plans on the same on the checklist. To edit plan parameters - click on the "Batch Edit Plan Grid" link located under the "Batch Options" menu. From the "Grid View" ...