-
Scrub/Eligibility Parameters Click on the Scrub/Eligibility row to expand and view the parameters here. Within this section are the global eligibility overrides, HCE/Key overrides and limit overrides. Scrub/Eligibility Results When the Run ...
-
Participant Menu From the Census screen, you can access the individual participant's data by selecting their name from the Participant Record dropdown or by clicking their name below the census grid in the "Active/Inactive Employees not on curren...
-
Last Updated: 12/09/2025
in DC Compliance User Guide
-
Last Updated: 12/09/2025
in 1099 User Guide
-
At the top-left of the 1099-X Plan Year screen, you'll find the Edit Payer Data box. Clicking Edit Payer opens the Payer Data screen, where you can edit or update payer information.
Most fields will be pre-populated from the Ed...
-
Last Updated: 12/09/2025
in 1099 User Guide
-
Form
What To Report
Amounts To Report
To IRS
To Recipient
1099-DIV
Dividends (including capital gain and exempt-interest dividends) and other stock distributions, including liquidations.
$10 or more; $600 or mo...
-
Other Import/Export/Reports can be accessed from the Compliance Menu by hovering over Census and selecting Other Import/Export/Reports or from within the Census screen, by clicking the Other Import/Export/Report link. Most plans will need other ...
-
Here are some links to helpful documentation: State Reconciliation Form Chart - View a 1099 State Reconciliation Form Chart that shows which 1099 forms need to be processed for which state. (States that do not require fulfillment will not appe...
-
If you have a foreign address, the following are acceptable country codes: CODE COUNTRY AF Afghanistan AX Aland Islands AL Albania DZ Algeria AS American Samoa AD Andorra AO Angola AI Anguilla AQ Antarc...