When you sign up for our free trial account, you will gain access to the entire site and will see how the following modules (Plan Document, 5500/PBGC Forms, 1099-R Forms and IRS Forms) operate. You will experience a fully-functioning site except for the following:

Plan Document Generation Package

  • You will be able to use all features except that you will not be able to generate a Plan Document or Adoption Agreement.

5500 Forms Package

  • This is a fully-functioning module. Prepare Form 5558 (Form 5500 extension) at no cost.

IRS Forms Package

  • Of the IRS plan forms, only the IRS Form 2848 is available. However, all ancillary and PBGC forms are available.