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The Edit Plan page is where you 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 End ("...
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Follow the steps below to edit company data. 1. Select your company from the Home page that you want to update by clicking on the Company button. This will take you to the Edit Company page. 2. By default, the list will display all releva...
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2024 Instructions for Form 5500-SF
Short Form Annual Return/Report of Small Employee Benefit Plan
View Official Instructions | Business Codes | Characteristics Codes
Table of Contents
Changes to Note
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Form 5330 Attachments – What to Attach and How
When filing Form 5330 , certain situations require additional documentation. This page explains each attachment type , when to use it , and how to prepare it correctly .
Use the atta...
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Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2023)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments ...
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Confirmation E-mail Assistant Simulator
This tool will help identify where confirmation e-mails will be sent based on the module selections entered into the Global E-mail Settings and other locations specific to the module.
To use:
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Last Updated: 03/02/2026
in Documents User Guide Plan Menu
The Show History page enables users to review modifications made to plans across all modules that you subscribe to. Users with with Designated Administrative permissions can revert changes made to the document checklist from this page. In addition...
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Last Updated: 03/02/2026
in Documents User Guide Plan Menu
Deleting a plan will permanently remove the plan from the system, as well as all completed forms and filings. If you might need access to the plan again in the future, we recommend you mark the plan as not responsible for. You can mark a plan as ...
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Last Updated: 03/02/2026
in Documents User Guide
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Last Updated: 03/02/2026
in Documents User Guide Plan Menu
The Clone Plan feature can be used when you would like to add a plan to a company that is identical or similar to an already existing plan on your account. Cloning a plan will copy the checklist type and all checklist answers of the original check...