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When configuring email settings using the Specify a Server selection, you may occasionally encounter error messages when attempting to send an email. These messages typically indicate a configuration, connection, or security-related issue and can ...
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Document Module Depending on your needs, you may either print generated documents or save plan information through available reports. Please review the following resources for instructions: Printing Documents Reports - Document Provis...
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Last Updated: 08/31/2026
in 1099 User Guide
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IRS FIRE System Retirement and Transition to IRIS
The IRS is retiring the Filing Information Returns Electronically (FIRE) system and transitioning all filers to the Information Returns Intake System (IRIS). This article explains what is chan...
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This guide explains how to upload both Page 1 and Page 2 (Participant) data for Form 8955‑SSA within the 5500 Module. Each section walks through the available upload options and what to expect along the way. NOTE: The Generic XML File Upl...
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2025 Instructions for Schedule H (Form 5500)
Financial Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
Spec...
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Last Updated: 08/06/2026
in Documents User Guide
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Make sure that all Master Plan and Adopting Employer plans have been added to your account. To add these plans, follow the same steps used to add any other plan to the system. You can add your companies and plans using the standard Add Company an...
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Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2025)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments...
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The Portal User Upload feature allows you to create new or update existing Portal users as well as assign users to plans for Documents, 5500, or Compliance module access. This article provides a simplified approach to the upload process ...