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This guide explains how to upload both Page 1 and Page 2 (Participant) data for Form 8955‑SSA within the 5500 Module. Each section walks through the available upload options and what to expect along the way. Uploading Page 1 Information To beg...
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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...
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Last Updated: 01/21/2026
in Portal User Guide
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Contact Types are used to define permission groupings for portal users. Each Contact Type contains a set of module‑specific permissions that determine what users can view, access, and complete within the portal. Assigning users to a Contac...
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The 5500 Workflow Grid (sample screenshot shown below) replaces all the functionality of the prior "Review/Assign Detail Status/Extensions" grid, but has a number of new features. You may access the 5500 Workflow Grid by clicking on the "Batch/W...
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Last Updated: 01/19/2026
in 5500 User Guide
The forms settings and batch features (Work With Signers/Portal Users, Batch/WorkFlow, Portal Settings and Portal Link) are available via links near the center of the "Form 5500 - Year" screen, just below the Acceptance Status line of the filing. ...
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By going to the "WK Logo" drop-down menu at the top of most screens, Administrative Tasks > Portal/Workflow > Global Email Settings, users will have the option to work with Email Settings and Email Templates. Along the left-hand side of the screen...
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To access default language for a particular email, click on 'Edit' in the 'Select an Email to Edit' box for the message type you want to view. Note : You should select the appropriate tab for the software type you are working on (5500s, Complianc...
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Last Updated: 01/15/2026
in Managed Services