5500 Attachment Checklist

[Andy the Actuary]

I am using Relius and will file via IFILE for single/multiple employer plans of fewer than 500 participants. Sooner likely rather than later I thought I might muck this up. I created the checklist in a mad attempt to protect myself form myself. Feel free to use as you please and please comment if you find omissions or routinely needed attachments.

EFAST2_5500_Filing_Checklist.doc

[PAL]

Thanks for the checklist. I'm a Relius user as well. How's it working for you because it's driving me crazy. We are using the Web Client and seem to be able to get H&W plans filed (sometimes) but are just working on 5500 that have attachments. When there is an issue or we have a questions, we get absolutely no response. I'm talking about having a incident reports open for over 3 weeks. Does the IFile work okay?

PAL

[Andy the Actuary]

Thanks for the checklist. I'm a Relius user as well. How's it working for you because it's driving me crazy. We are using the Web Client and seem to be able to get H&W plans filed (sometimes) but are just working on 5500 that have attachments. When there is an issue or we have a questions, we get absolutely no response. I'm talking about having a incident reports open for over 3 weeks. Does the IFile work okay?

PAL

It's working great because I haven't submitted any IFILEs yet! All of my calendar year plans are on extension. I'm allowing time to gain user feedback on BL message boards. However, I seem to be able to assemble the xml file with attachments just fine and it looks ok when I view it with IE.

I paid for Web client and 10 days later DOL recanted on demanding client sign digitally. Relius does not appear amenable to refunding my $.