ADI One Dealer Advantage Program (R) 401k Easy Online 401k Management
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401k FedForms

a complimentary service for 401k Easy Online clients

Page Topics

[topic 1]

401k FedForms Is Free

401k Easy Online collects nearly all of the data you'll need to fill out your 401k-related federal reporting forms and schedules.

-- We've built a special website called 401k FedForms (www.401kfedforms.com) to make your 401k-related federal reporting quick and simple.

-- 401k FedForms first tells you which IRS Forms and Schedules are relevant to your particular 401k plan.

1.

401k FedForms Is Free

2.

Topics Covered

3.

Updated Annually

4.

Not Tax Advice

 

-- 401k FedForms then shows you annotated versions of each Form and Schedule. The annotations tell you where within 401k Easy Online to find the information requested.

-- 401k FedForms makes IRS reporting as simple as completing a child's Paint-by-Numbers. Even first time filings are easy.

-- As a 401k Easy Online client, you have unlimited free access to our 401k FedForms website.

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[topic 2]

Topics Covered within 401k FedForms

Our 401k FedForms website covers...

-- Gathering the Information You Need (from your customized 401k Easy Online portal)

-- Determining the IRS Forms and Schedules You Need to Complete

-- Help with completing Form 1096

-- Help with completing Form 1099-R

-- Help with completing Form 5500-EZ

-- Help with completing Form 5500

-- Help with completing Form 5558

-- Help with completing Form 945

-- Help with completing Schedule H (limited instruction only but not applicable to most 401k Easy Online plans because only relevant to plans with more than 100 eligible employees)

-- Help with completing Schedule I

-- Help with completing Schedule P

-- Help with completing Schedule T

-- Help with completing your plan's Summary Annual Report (ready-to-complete PDFs are available for download)

-- Calculation worksheets

Visit www.401kfedforms.com for a preview.

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[topic 3]

401k FedForms Is Updated Annually

We update 401k FedForms at least annually to stay in sync with applicable IRS Forms and Schedules as well as Summary Annual Report requirements.

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[topic 4]

401k FedForms Is Not Tax Advice

401k FedForms is a complement to, not a replacement for, published IRS instructions.

-- 401k FedForms is meant to simplify our 401k clients' federal reporting by helping them quickly locate pertinent information.

-- 401k FedForms is not meant to offer tax or financial advice.

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