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Table of Contents
Q1: What are the differences between subscription access? (5500 only vs 5330 add on)
Q2: Do I need the 5500 module to access 5330 e-filing?
Q3: What is the purpose of the additional pages for the Schedule ...
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Last Updated: 09/16/2025
in 5330 User Guide
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Standard User Access is limited to modules and features explicitly granted in their profile. Cannot manage users or perform administrative tasks. Designated Admin Can manage plans, users, and administrative tasks. Must have “Designate...
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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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Instructions for Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
View Official IRS Instructions | View General Instructions General Instructions
Futu...
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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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