Updated Articles

  1. Confirmation, Notification, and Reminder Emails

  2. Part 6: Tasks

  3. 6.4. ADP/ACP Test

    Set ADP/ACP Testing Parameters Clicking on ADP/ACP Test from the Tasks page will expand the ADP/ACP Parameters. Here you can enter details about how ADP/ACP Testing should be handled in the plan. This is also where prior year testing data can be ...
  4. 6.3. Combined Test

    The “Combined Test” is a series of tests that includes the 415 Annual Additions Test, 410(b) Coverage Test, Deduction Limit test and the Compensation Test (as applicable to the plan). Set Combined Test Parameters Expanding the Combined Test ta...
  5. 5330 Module FAQ and Supplementals

  6. Portal FAQs and Supplementals

  7. 2025 Annual Funding Notice (AFN) Instructions

    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 ...
  8. 2025 Summary Annual Report (SAR) Instructions

    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...
  9. 2024 Summary Annual Report (SAR) Instructions

    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...
  10. 2025 Premium Payment Instructions

    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 ...