Updated Articles

  1. Census Batch Dashboard Navigation

    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...
  2. Census Validation

    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...
  3. Part 8: Miscellaneous Tasks

  4. 8.4. Required Minimum Distributions

    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...
  5. Completing Form 5558, Uploads, Batch Features

  6. Creating and E-filing a 5558 Batch

    Batching Form 5558 enables efficient processing by grouping selected plans into a single batch. This approach streamlines submission and printing, saving time and ensuring consistency across multiple filings. The following walks through  the...
  7. Work with Signers/Portal Users

    This function will set up who will be signing the Form 5500 and/or making changes to the Form 5500 filing via the portal (editing the form via the portal and/or uploading files via the portal). You will assign each user a username, password and ...
  8. Enter Information on a Form 5500 schedule

    To enter information in a schedule, click on the schedule under the "DRAFT - EDIT" heading in the "5500 - Year" box (or on the link under "Active Schedules" once you are already editing a form/schedule). The actual speed to open a form/schedule is...
  9. Batch 5558 Dashboard and Navigation

    The main Batch 5558 screen provides a quick view of batch statuses. From the Select a Batch screen, the following features are available: Batch Name-  All existing batches will populate with a hyperlink to select and view individual batch...
  10. Accessing Batch 5558

    Batching Form 5558 enables efficient processing by grouping selected plans into a single batch. This approach streamlines submission and printing, saving time and ensuring consistency across multiple filings. Accessing the 5558 Batch Feature: Th...