Updated Articles

  1. 2024 Instructions for Schedule C

    2024 Instructions for Schedule C (Form 5500) Service Provider Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File ...
  2. 2024 Instructions for Schedule A

    2024 Instructions for Schedule A (Form 5500) Insurance Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File Specif...
  3. 2025 Instructions for Schedule A

    2025 Instructions for Schedule A (Form 5500) Insurance Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File Spec...
  4. 2025 Instructions for Schedule C

    2025 Instructions for Schedule C (Form 5500) Service Provider Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File ...
  5. 2025 Instructions for Schedule D

    2025 Instructions for Schedule D (Form 5500) DFE/Participating Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Purpose of Sche...
  6. 2025 Instructions for Form 5500

    2025 Form 5500 Instructions Annual Return/Report of Employee Benefit Plan View Official Instructions | Quick Reference Chart | Business Codes | Characteristics Code General Instructions EFAST2 Pr...
  7. 2024 Instructions for Form 5500

    2024 Form 5500 Instructions Annual Return/Report of Employee Benefit Plan View Official Instructions | Quick Reference Chart | Business Codes | Characteristics Code General Instructions EFAST2 Processing S...
  8. 2024 Instructions for Form 5500-EZ

    2024 Instructions for Form 5500-EZ Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan View Official IRS Instructions | Business Codes | Characteristics Codes | ...
  9. 2024 Instructions for Form 5500-SF

    2024 Instructions for Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan View Official Instructions | Business Codes | Characteristics Codes Table of Contents Changes to Note ...
  10. 3.1. Compliance Menu

    The Compliance Menu is located in the upper right hand corner of the screen in the Compliance Module. This menu can be found in all of the main pages throughout the Compliance Module and is a handy way to navigate to any page, from any page. T...