Updated Articles

  1. Set-Up Master Plan

    Last Updated: 12/05/2025 in Documents User Guide MEP/PEP Document Tool
    From the "Edit Plan" page of the plan you wish to designate as the Master Plan, click on the "MEP/PEP Options" link located under the "Plan Menu".  Check the box "Master MEP/PEP" to designate this plan as the Master Plan. Then, choose the appl...

  2. Add Master Plan and Adopting Employer Plan(s)

    Last Updated: 12/05/2025 in Documents User Guide MEP/PEP Document Tool
    Add the Master Plan and Adopting Employer Plan(s) to your account if not already on your account.  You can add your companies and plans as normal in the plan document software. For example, via the Add Company and Add Plan features.  If yo...

  3. Accessing DocPrint

    Last Updated: 12/05/2025 in Documents User Guide DocPrint
    The DocPrint feature can be accessed via the Wolters Kluwer menu as shown below. ...

  4. Simplified Guidance from IRS Notice 2025-15

    Last Updated: 12/04/2025 in ACA User Guide ACA Module FAQ and Supplementals
    Simplified Guidance from IRS Notice 2025-15 Disclaimer:  This guidance is provided for general informational purposes only and may not reflect all requirements applicable to your situation. Please review the official IRS Notice 2025-15...

  5. 2025 Instructions for Forms 1094-B and 1095-B

    Last Updated: 12/04/2025 in ACA User Guide ACA- Annual Form Instructions 2025 1094/1095 Instructions
    2025 Instructions for Forms 1094-B and 1095-B View Official IRS Instructions Table of Contents Future Developments What's New Additional Information   General Instructions for Forms 1094-B and 1095-B ...

  6. 2025 Instructions for Forms 1094-C and 1095-C

    Last Updated: 12/04/2025 in ACA User Guide ACA- Annual Form Instructions 2025 1094/1095 Instructions
    2025 Instructions for Forms 1094-C and 1095-C View Official IRS Instructions Table of Contents Future Developments What's New Additional Information General Instructions for Forms 1094-C and 1095-C ...

  7. 2024 Instructions for Schedule SB

    Last Updated: 12/04/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions 2024 5500 Forms and Schedules
    2024 Instructions for Schedule SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information View General Instructions | View Official Instructions Table of Contents General Instructions ...

  8. 2024 Instructions for Schedule R

    Last Updated: 12/04/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions 2024 5500 Forms and Schedules
    2024 Instructions for Schedule R (Form 5500) Retirement Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Purpose of Schedule ...

  9. 2024 Instructions for Schedule MEP

    Last Updated: 12/04/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions 2024 5500 Forms and Schedules
    2024 Instructions for Schedule MEP (Form 5500) Multiple-Employer Retirement Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must Fi...

  10. 2024 Instructions for Schedule MB

    Last Updated: 12/04/2025 in 5500 User Guide Annual DOL Form and Schedule Instructions 2024 5500 Module Form Instructions 2024 5500 Forms and Schedules
    2024 Instructions for Schedule MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information View General Instructions | View Official Instructions Table of Contents Ge...
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