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Last Updated: 12/19/2025
in 5330 User Guide
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Last Updated: 12/19/2025
in Portal User Guide
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What is 55Autofill*? 55Autofill* allows you to download all of the prior year's Form 5500 data from the DOL database into the current year's 5500 forms by entering the plan sponsor's EIN number. Where does the information come from that is use...
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Table of Contents
Who is considered a deferred vested participant?
When is the Form 8955-SSA due?
On the Form 8955-SSA, for what purpose can I check the "Special extension" box?
Must I file a Form 8955-SSA for a ...
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Table of Contents Q1: Amending a Filing Q2: Prior Year Filings Q2a: Amending a Prior Year 5500-SF for a One-Participant or Foreign Plan Q2b: Amending a Prior Year 5500-EZ Q3: Notices from IRS (CP 403 and CP 406 Notices) - Deli...
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Annual Funding Notice
View Official DOL Regs | Single-Employer Cross Reference Chart | Multiemployer Cross Reference Chart
DOL Guidance
4/3/2025 Field Assistance Bulletin No. 2025-02
Appendix 1- Secure 2.0 ...
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Instructions for SAR checklist and Regulations Relating to the Summary Annual Report
General Information
Line 1a. Plan Name
Line 1b. Plan Type
Line 2a. SAR Instructions
Line 2b. Custom Instructions
Lin...
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Instructions for SAR checklist and Regulations Relating to the Summary Annual Report
General Information
Line 1a. Plan Name
Line 1b. Plan Type
Line 2a. SAR Instructions
Line 2b. Custom Instructions
Lin...
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2025 Premium Payment Instructions
Please review “When to File” section carefully as rules for 2025 differ from prior (and future) years. View Official PBGC Instructions
Table of Contents
Introduction and ...
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Set Allocation Parameters Clicking on the Allocation row will expand the Allocation Parameters. Here you can enter details about how allocations should be handled in the plan and the necessary allocation formula(s). The options you see will be ...