Compliance Portal User Types

/Compliance Portal User Types
Compliance Portal User Types2018-10-05T09:49:12+00:00
5500 Compliance Confidential Documents Plan Documents
Compliance Limited
5500 Admin
Docs Plus

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 with the full name, email address and role for the user.