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To filter your search on the Home page by Master and/or Adopting Employer plans, click on your name in the upper right corner and select "Edit Profile". Set "Display MEP/PEP Identifier" to "Yes" and click on the "Update" button. On the H...
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To print the Joinder Agreement and any supporting forms/notices for your Adopting Employer(s), go to the print Plan Document page of your Adopting Employer. 1. From the Edit Plan page, click on the "Plan Documents" button. 2. Select the Joi...
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In the Master Plan, the lock/unlock feature in the checklist allows you to indicate which parameters an adopting employer may have that are different than what the Master Plan has selected. There are certain parameters which are not permitted to b...
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1. To link your Adopting Employer(s), click on the "0" next to "Plans Linked" at the top of the Edit Plan page in the "Details" box. The number of plans linked will initially be "0". As you add Adopting Employers, this number will increase to ref...
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From the "Edit Plan" page of the plan you wish to designate as the Master Plan, click on the "MEP/PEP Options" link located under the "Plan Menu". Check the box "Master MEP/PEP" to designate this plan as the Master Plan. Then, choose the appl...
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Add the Master Plan and Adopting Employer Plan(s) to your account if not already on your account. You can add your companies and plans as normal in the plan document software. For example, via the Add Company and Add Plan features. If yo...
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Last Updated: 12/05/2025
in Documents User Guide DocPrint
The DocPrint feature can be accessed via the Wolters Kluwer menu as shown below. ...
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Last Updated: 12/05/2025
in Documents User Guide
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Simplified Guidance from IRS Notice 2025-15
Disclaimer: This guidance is provided for general informational purposes only and may not reflect all requirements applicable to your situation. Please review the official IRS Notice 2025-15...
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2025 Instructions for Forms 1094-B and 1095-B
View Official IRS Instructions
Table of Contents
Future Developments
What's New
Additional Information
General Instructions for Forms 1094-B and 1095-B
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