|5500||Compliance||Confidential Documents||Plan Documents|
5500 – View, print and submit Form 5500, SAR and 8955-SSA.
Compliance – Access and submit full census data (including salaries, SS#s and DOBs) and complete compliance questionnaire.
Confidential Documents – Including census files, contribution allocation reports and other “sensitive” data.
Plan Documents – Including plan documents, summaries, notices, amendments, forms, etc.
To request a new user on your Compliance Portal, please send an email to firstname.lastname@example.org with the full name, email address and role for the user.