SSRRS Posted April 10 Posted April 10 Hi, Thank you, as always, for the all your insights and informative responses. Our Pension reporting system (filing 5500 etc) is having technical issues. Until we resolve the issues: 1 . Are there alternate methods that we can use to file a few 5500s. 2. Does I file work similar to as when we file as third party signs and files for the client from our regular reporting program? 3.And is it easy to resgister and get started to use i file? 4. Are there any other alternatives that we can use to get these 3 or 4 5500 filed? Thank you very much.
Paul I Posted April 10 Posted April 10 You can get there. I suggest you start here https://www.efast.dol.gov/iFileLanding/Landing.html Be sure to read everything. There are a lot of steps which means there are lots of opportunities to get something not quite right. Unless there is a business reason for being in a rush, waiting for your reporting system to be available likely would be a better use of your time. SSRRS 1
Carike Posted April 12 Posted April 12 You can also log directly into EFAST and either import the .xml from your system or create the 5500 online. Unless you have a large plan or a lot of Schedules, it is very easy to use. You can then get the online signatures from your client, again directly from EFAST. SSRRS 1
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