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The Eligibility section of Plan Specifications is where the user will set exclusions (such as union, leased employees, nonresident alien, other), indicate whether the eligibility computation period will switch to the plan year, review the age and ...
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The Contribution section of Plan Specifications is where contribution limits will be entered, safe harbor specifications will be selected and allocation requirements for sources and 410(b) corrections will be selected. This is also where the Nonel...
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This section contains the basic information about the plan such as the plan type, plan year begin date, plan year end and original effective date. It also contains the permitted contribution sources and compensation options. For the first plan yea...
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What Are Divisions? Divisions are containers that group companies (Plan Sponsors) together, allowing for customized permissions. This makes it easy to control which users can access specific companies. For example:
If an employee manages 30...
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This section contains the vendor selection, which is used if transactions from a specific vendor are being uploaded into the system. It is also where the “Work with Sources/Inv Accounts” link is found. Financial data import vendor Press the d...
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Form 5558
Application for Extension of Time To File Certain Employee Plan Returns
(January 2025)
View Official IRS
Instructions
Table of Contents
General Instructions
Future Developments
...
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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
...
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2024 Instructions for Schedule R
(Form 5500)
Retirement Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Purpose of Schedule
Who Mus...
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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 File ...
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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
G...