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2025 Instructions for Schedule D
(Form 5500)
DFE/Participating Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Purpose of Sc...
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2025 Instructions for Schedule C
(Form 5500)
Service Provider Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
...
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2025 Instructions for Schedule A (Form 5500)
Insurance Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
Specific...
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View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
Reminder
Specific Instructions
Rollovers
Trans...
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Last Updated: 12/30/2025
in DC Compliance User Guide
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Set ADP/ACP Testing Parameters Clicking on ADP/ACP Test from the Tasks page will expand the ADP/ACP Parameters. Here you can enter details about how ADP/ACP Testing should be handled in the plan. This is also where prior year testing data can be ...
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The “Combined Test” is a series of tests that includes the 415 Annual Additions Test, 410(b) Coverage Test, Deduction Limit test and the Compensation Test (as applicable to the plan). Set Combined Test Parameters Expanding the Combined Test ta...
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Last Updated: 12/19/2025
in Portal User Guide
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Annual Funding Notice
View Official DOL Regs | Single-Employer Cross Reference Chart | Multiemployer Cross Reference Chart
DOL Guidance
4/3/2025 Field Assistance Bulletin No. 2025-02
Appendix 1- Secure 2.0 ...
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Instructions for SAR checklist and Regulations Relating to the Summary Annual Report
General Information
Line 1a. Plan Name
Line 1b. Plan Type
Line 2a. SAR Instructions
Line 2b. Custom Instructions
Lin...