Updated Articles

  1. 8955-SSA Frequently Asked Questions

    Last Updated: 12/19/2025 in 5500 User Guide 5500 Module FAQs and Supplementals
    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 ...

  2. 5500 Frequently Asked Questions

    Last Updated: 12/19/2025 in 5500 User Guide 5500 Module FAQs and Supplementals
    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...

  3. 2025 Annual Funding Notice (AFN) Instructions

    Last Updated: 12/19/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
    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 ...

  4. 2025 Summary Annual Report (SAR) Instructions

    Last Updated: 12/19/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2025 5500 Module Form Instructions 2025 5500 Forms and Schedules
    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...

  5. 2024 Summary Annual Report (SAR) Instructions

    Last Updated: 12/19/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions 2024 5500 Forms and Schedules
    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...

  6. 2025 Premium Payment Instructions

    Last Updated: 12/18/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions Other Forms
    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 ...

  7. 6.2. Allocations

    Last Updated: 12/18/2025 in DC Compliance User Guide Part 6: Tasks
    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 ...

  8. 2024 Annual Funding Notice (AFN) Instructions

    Last Updated: 12/18/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions 2024 5500 Forms and Schedules
    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 ...

  9. AFN 2/2/2015 Final Rule Sec. 2520.101-5

    Last Updated: 12/17/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions 2024 5500 Forms and Schedules
    2/2/2015 Final Rule - Annual Funding Notice for Defined Benefit Plans Link to the final rule   Scope Limited Exceptions for Certain Multiemployer Plans Mergers and Consolidations Identifying Information (Sec. 252...

  10. 2024 Instructions for Schedule A

    Last Updated: 12/17/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions 2024 5500 Forms and Schedules
    2024 Instructions for Schedule A (Form 5500) Insurance Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File Specific I...
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