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This 27-minute recording walks through the setup and processing of a balance forward plan. This includes both pooled and self-directed brokerage accounts, creating batches, calculating earnings and generating reports. ...
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This 9-minute recording walks through the style and orientation options in the plan level print settings and the ability to create custom styles for purposes of adding custom language to participant statements. ...
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This 6-minute recording walks through the ability to export the plan data to be able to then import that file back into the plan at any later date to restore the plan back to the point in time that the file was exported. ...
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This 7-minute recording walks through the setup and processing of a plan using our divisions feature. This feature allows you to assign participants to a division and either run separate testing by division or provide certain reports by division...
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This 35-minute recording walks through various new comparability profit sharing scenarios, including the setup, calculating allocations, testing and the auto-solve features. ...
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This 11-minute recording walks through the setup and processing of a plan using our plan aggregation tool. This feature allows you to combine the data from two or more plans into an additional “master plan”. This feature is most commonly us...
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The Create/Edit Grid and Grid Mapping video is a tutorial for creating and editing custom census grids that includes compensation mapping for primary and supplemental census grids. Written instructions can also be found in Part 5: Census | ...
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Last Updated: 11/05/2026
in 5500 User Guide
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To complete an 8955 -SSA, look for the "8955 - SSA" box in the upper-right hand corner of the "Form 5500 - Year" screen (shown below). Along the top of the box are options for IRS FAQs for 8955 - SSA , "Batches/Fulfillment" (allows you to uplo...
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E-Filing Form 8955-SSA
Key Differences from Form 5500
The 8955-SSA does not require the 5500 to be locked or ready to file.
Unlike the 5500, you do not need to lock the filing for the user to sign.
DOL credenti...