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BENEFITS PRACTICE RESOURCE CENTER™How-To Card::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::

PRACTICE TOOLSAccess an extensive suite of practice tools designed to increase efficiency. Link to practitioner-authored checklists, sample plans, agreements, client and participant letters, navigators, trackers, chart builders, interactive forms, and more. All of the Practice Tools discussed below are accessed from the Practice Tools frame on the Home tab

Executive Compensation Case Navigator 1 Use filters to create the list of relevant cases.

Use as many filters as needed. Click Apply.

2 Click Add to My Folders to save the list of filtered cases.

3 Click the Plus sign to view additional information about a case.

4 Click a case name to view the full text.

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State Chart BuilderBuild a customized chart of state law summaries organized by state and benefit topics. Chart summaries are authored by benefits practitioners, and can be exported as MS Excel documents. To build a chart:

Choose a Category.

Choose a Topic.

Select a Jurisdiction(s).

Select Topic Headings to display.

5 Click Create Chart.

6 To save the chart, click Add to My Folders. The chart displays with an option to Export to Excel.

To print the chart, export it to Excel and print from your browser.

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Voluntary Compliance Summaries

Access the hard-to-find corrections of qualified retirement plan problems through the IRS’s Employee Plans Compliance Resolution System. The proprietary summaries are organized by Code section and:• Contain the compliance statement date and program under which the

correction was made. • List the violated Tax Code section and topic. • Briefly describe the problem, and the agreed upon correction.

Disclosure Compliance Calendar

Identify the disclosures and their due dates that retirement, health, and welfare plans are required to make to participants. The Calendar has linked references to BPRC Resources.

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Interactive Forms

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0116 09-8295

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Click the Question Mark button to access the User Manual for detailed information on how to use Interactive Forms.

Click the New Documents button to open a new form

On the forms toolbar, hover over a button to display the button’s function.

Under Jurisdictions, select Federal and then select the specific form, organized by number, in the right column.

Click Open.

Fields are color-coded: Aqua – Fill-in field Green – Auto-calculate field Yellow - Active field

Right-click in any line to display Line Instructions.

To close a form, click Save, and then click the x in the upper right corner. A message prompt asks if you want to create a reusable profile for the form.

To access previously saved Documents and Profiles, click the Open Saved Documents/Profiles button.

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