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Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans
Instructions for Form 5330
Return of Excise Taxes Related to Employee Benefit Plans
(Rev. December 2023)
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This guide outlines the steps to require .CSV file format for census uploads—both when sending census files to portal users and when receiving census uploads from them. This ensures consistency, reduces processing errors, and aligns with system re...
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Last Updated: 08/05/2025
in Portal User Guide
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Note: A subscription to both the Compliance Software and Portal is needed to use the batch features. Specify a Server will need to be set up within the Compliance tab of the global email settings to send a communication to portal users.
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When editing access is enabled, selecting Edit Census Worksheet (via button or to-do list) opens a grid for direct data entry into the census template. Grid Overview Top Toolbar Features
Search (Magnifying Glass) Opens a search ba...
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When sending a census to be completed in the portal, portal user permissions can be managed directly through the Compliance Module via the Compliance Menu>Census> Portal Files, Edit Portal Users: Enabling Census Editing in the Portal To allow...
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Note: A subscription to both the Compliance Software and Portal is needed to use the batch features.
The Census Batch Dashboard is located on the Global Dashboard of the Portal Module. The following features are available from the select a ba...
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An optional census validation feature is available for the Edit Census Worksheet, requiring basic edit checks to be completed before census data can be submitted.
When Validation Is Available
Validation is active only when both of the follo...
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Last Updated: 07/16/2025
in DC Compliance
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The Required Minimum Distribution Screen is accessed from the “Compliance Menu” by hovering over “Miscellaneous” and clicking on “RMD”. Overview The Required Minimum Distribution (RMD) rules were created to ensure that the payment of benefits...