Updated Articles

  1. 2025 Instructions for Schedule I

    Last Updated: 01/08/2026 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
    2025 Instructions for Schedule I (Form 5500) Financial Information - Small Plan View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File ...

  2. 2025 Instructions for Schedule H

    Last Updated: 01/08/2026 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
    2025 Instructions for Schedule H (Form 5500)  Financial Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File Spe...

  3. 2025 Instructions for Schedule G

    Last Updated: 01/08/2026 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
    2025 Instructions for Schedule G (Form 5500) Financial Transaction Schedules View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File ...

  4. 2025 Instructions for Schedule DCG

    Last Updated: 01/08/2026 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
    2025 Instructions for Schedule DCG (Form 5500) Individual Plan Information View General Instructions |  View Official Instructions Table of Contents General Instructions Purpose of Schedule ...

  5. 2025 Instructions for Schedule D

    Last Updated: 01/08/2026 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
    2025 Instructions for Schedule D (Form 5500) DFE/Participating Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Purpose of Sc...

  6. 2025 Instructions for Schedule C

    Last Updated: 01/08/2026 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
    2025 Instructions for Schedule C (Form 5500) Service Provider Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File ...

  7. 2025 Instructions for Schedule A

    Last Updated: 01/08/2026 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
    2025 Instructions for Schedule A (Form 5500) Insurance Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File Specific...

  8. 2025 Instructions for Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information

    Last Updated: 01/07/2026 in 1099 User Guide Annual 1099 Module Form Instructions 2025 1099 and 5498 Form Instructions
    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Reminder Specific Instructions Rollovers Trans...

  9. Confirmation, Notification, and Reminder Emails

    Last Updated: 01/06/2026 in Portal User Guide

  10. Part 6: Tasks

    Last Updated: 12/30/2025 in DC Compliance User Guide
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