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IRS Required Amendments - are updates mandated by the IRS to ensure compliance with current regulations. Our pre-approved documents will include a tack-on amendment, while any new documents generated after the release of an IRS required amendmen...
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Follow the steps below to prepare, customize, and save a discretionary plan amendment using the Amendment template. The Amendment template will include the following documents: Consent: If required by the employer, this section provides a con...
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Last Updated: 03/17/2026
in Documents User Guide
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When you are ready to generate your plan documents from the software, follow the steps below to select, manage, and print your documents efficiently. Accessing the Print Plan Documents Page: You can access the print Plan Documents page in two ...
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The Global Edit Filenames feature allows users to customize file naming conventions across your entire organization or within specific divisions. When using the “Do with selected” option on the print Plan Document page, users can easily apply file...
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Global Document Print Settings provide centralized control over how documents are printed. Configured by Master and Designated Admin users, these settings ensure consistency and compliance by applying uniform print preferences across all documents...
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Last Updated: 03/17/2026
in Documents User Guide
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The Default Plan feature allows you to streamline adding plans by designating a specific company and plan(s) as your primary choice. You can create an unlimited number of default plan checklists for the same plan type. For example, you can have mu...
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The sections in each checklist will vary depending on the checklist type. To view the questions in each section, you can expand all, expand all applicable or by section. Expand All - will display all checklist questions even if they are not...
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All plan documents are associated with a checklist type depending on the document packages you have purchased. Retirement Plan Documents: Standardized 401(k) (Adoption Agreement Format) Non-Standardized 401(k) (Adoption Agreement Format)...