Software for TPAs

Form 5500 Software for Third-Party Administrators

TPAs often prepare multiple annual returns with repeated sponsor, administrator and plan data. Focused Form 5500 software can reduce repeat entry and keep each plan file organized.

Updated September 6, 2026 • Verify current agency instructions before filing.

TPAs often prepare multiple annual returns with repeated sponsor, administrator and plan data. Focused Form 5500 software can reduce repeat entry and keep each plan file organized.

What TPAs should compare

  • Current-year Form 5500 and Form 5500-SF support
  • Schedule coverage for the plans you administer
  • Prior-year and amended-return workflow
  • EFAST2 validation and export/submission workflow
  • Plan and sponsor data reuse
  • Local file storage, backup and retention

Related ERISA tools

Form 5500 Due Date CalculatorCalculate the normal deadline.Form 5558 CalculatorCalculate a potential extension date.ERISA Form 5500 SoftwareWindows desktop preparation software — $399.

Frequently Asked Questions

Is Form 5500 filed with the IRS on paper?

Form 5500 and Form 5500-SF are generally filed electronically through the Department of Labor EFAST2 system.

Does a Form 5558 extension extend every deadline?

No. Form 5558 provides an extension for specified returns when properly filed; it does not change every related compliance or payment deadline.

Where should I verify the current filing rules?

Use the current DOL Form 5500 Series page, EFAST2 resources, and the IRS Form 5500 Corner.