For Plan Sponsors

Getting Started

• How Do I Use Transaction History to View Contributions, Distributions, Fees and More?

Form 5500

• How Do I E-file Form 5500?
• How Do I Register with the DOL to E-file Form 5500?
• How Can I Retrieve My Credentials to E-File the Form 5500 if I Don't Have Them or Forgot Them?
• What is Form 8955-SSA and What is its Purpose?

Plan Compliance

• My Plan is Top-heavy, Now What?
• True-Up Matching Contributions
• Summary Annual Report - Overview and Distribution

Employee Management

• How Do I Add A New Employee?

Payroll Processing

• Deposit Instructions
• Processing payroll contributions to your retirement plan

Participant Distributions and Loans

• Where Do I Upload Participant Distribution and Loan Request Forms?
• How Do I Provide Approval for an Online Distribution or Loan Request?
• Hardship Documentation Guide