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To add new companies or plans to your account, the file upload must include identifying information for each entity as column headers. Required Fields CompanyName: This column header is mandatory for every new company or plan. Adding a Pla...
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You can access the Upload Center from the Wolters Kluwer drop-down menu, select Company/Plan, followed by Upload Company/Plan Data. Add/Modify Company and Plan Data - this link can be used to create your own upload to update existing plans ...
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2025 Instructions for Form 5500-SF
Short Form Annual Return/Report of Small Employee Benefit Plan
View Official Instructions | Business Codes | Plan Characteristic Codes
Table of Contents
Changes to...
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Last Updated: 04/02/2026
in Documents User Guide
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Last Updated: 04/02/2026
in Documents User Guide Reports
Designated Admin users can access plan document reports from the Wolters Kluwer menu, select Reports, followed by the report you wish to access. Below is a description of each plan document document report available. 1. Company Data - ...
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Last Updated: 04/01/2026
in DC Compliance User Guide
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Participant Record From the Census screen, you can access the individual participant's data by selecting their name from the Participant Record dropdown or by clicking their name below the census grid in the "Active/Inactive Employees not on curr...
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Last Updated: 03/19/2026
in Documents User Guide
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When using the "Add Plan" feature, the defaults you have selected in the ZZZ-Default Plan for a particular checklist can be automatically populated. In addition, any checklist that is converted from a Misc. (1099, 5500, or Compliance) checklist to...
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The Edit Plan page is where you can update plan specific data. In the top left, you will see basic information about the plan, including: Company Name Plan Name Checklist type Employer Identification Number, Plan Number, and Plan Year En...