ERISA Form 5500 Filing Software

The Department of Labor requires Form 5500 and Form 5500-SF filings to be submitted electronically through EFAST2 using approved third-party software or IFILE. A focused filing application can help organize plan data, schedules, validation and electronic submission data before transmission.

LawFirmSoftware.com is aimed at benefit-plan professionals, third-party administrators, accountants, attorneys and employers that want a dedicated Form 5500 preparation workflow rather than a broad practice-management system.

Form 5500 Resources

Choosing Form 5500 Filing SoftwareFeatures to compare for ERISA annual return work.How to File Form 5500 ElectronicallyUnderstand the EFAST2 filing path and software role.Form 5500 vs. Form 5500-SFWhy the correct annual return format matters.Form 5500 SchedulesOverview of common schedules and supporting information.Correcting a Form 5500 FilingPlanning an amended filing through EFAST2.

Structured Form 5500 Preparation

Organize plan sponsor, administrator, participant, funding and compliance information in one return file. Built-in workflow helps professionals move from data entry through review, output and supported filing-data export.

Core Capabilities

Form 5500 and Form 5500-SF preparation
Applicable schedules and attachments supported by the current release
Plan sponsor and administrator information reuse
Calculation and required-field checks
Print preview, print and PDF output
Save, reopen and revise plan return files
EFAST2-format data export workflow

Electronic filing: EFAST2 acceptance depends on the filing year, supported forms, current DOL specifications and successful validation/testing. Confirm current transmission availability before purchase.

Who It Is For

Designed for benefit-plan professionals, third-party administrators, accountants, attorneys and employers who prepare Form 5500-series annual returns.