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Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2025)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments...
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2026 Premium Payment Instructions
View Official PBGC Instructions
Table of Contents
Introduction and What's New
Introduction
What's New
Who Must File
All Covered Pla...
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Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2023)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments ...
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Last Updated: 03/04/2026
in Portal User Guide
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Confirmation E-mail Assistant Simulator
This tool will help identify where confirmation e-mails will be sent based on the module selections entered into the Global E-mail Settings and other locations specific to the module.
To use:
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Last Updated: 03/02/2026
in Documents User Guide Plan Menu
The Show History page enables users to review modifications made to plans across all modules that you subscribe to. Users with with Designated Administrative permissions can revert changes made to the document checklist from this page. In addition...
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Last Updated: 03/02/2026
in Documents User Guide Plan Menu
Deleting a plan will permanently remove the plan from the system, as well as all completed forms and filings. If you might need access to the plan again in the future, we recommend you mark the plan as not responsible for. You can mark a plan as ...
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Last Updated: 03/02/2026
in Documents User Guide
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Last Updated: 03/02/2026
in Documents User Guide Plan Menu
The Clone Plan feature can be used when you would like to add a plan to a company that is identical or similar to an already existing plan on your account. Cloning a plan will copy the checklist type and all checklist answers of the original check...
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Last Updated: 03/02/2026
in Documents User Guide Plan Menu
To convert a plan to a different checklist type, click on the "Convert Plan" link located under the Plan Menu on the Edit Plan page. On the next page, you can select your desired checklist type. Click on "Convert Plan" button. All checkl...