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When configuring email settings using the Specify a Server selection, you may occasionally encounter error messages when attempting to send an email. These messages typically indicate a configuration, connection, or security-related issue and ...
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Last Updated: 04/15/2026
in Documents User Guide
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Uploading a File To upload a file, choose the file from your computer and and click the "Submit" button. The system will provide an immediate preview window of the proposed changes before the upload is performed. This preview enables you to revi...
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Updating Company Information To update information for an existing company on your account, the file upload include at least one of the following identifiers for each entity as a column header: CustomerID: This is a unique value you assign to e...
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To add new companies or plans to your account, the file upload must include identifying information for each entity as column headers. Required Fields CompanyName: This column header is mandatory for every new company or plan. Adding a Pla...
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You can access the Upload Center from the Wolters Kluwer drop-down menu, select Company/Plan, followed by Upload Company/Plan Data. Add/Modify Company and Plan Data - this link can be used to create your own upload to update existing plans ...
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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...
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Multi-Factor Authentication (MFA) FAQs
Q1: Is the MFA a requirement?
Q2: I do not see Account Profile under my login when I click on the Wolters Kluwer Logo > Administrative Tasks.
Q3: Can we only add this for only our f...
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Last Updated: 04/02/2026
in Documents User Guide
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Last Updated: 04/02/2026
in Documents User Guide Reports
Designated Admin users can access plan document reports from the Wolters Kluwer menu, select Reports, followed by the report you wish to access. Below is a description of each plan document document report available. 1. Company Data - ...