For plan years beginning on or after January 1, 2009, the Form 5500 and its schedules must be filed electronically under the computerized ERISA Filing Acceptance System (EFAST2).

The Form 5500 may be electronically signed by the plan administrator. For instructions on how to obtain an electronic signature, please click here.  Or, in lieu of the plan administrator’s electronic signature, service providers such as LGT Retirement Plan Solutions may submit returns on behalf of clients. Please click here for the DOL news release. Click here for the EFAST 2 FAQs. 

The plan administrator must keep a copy of the Form 5500, with all schedules and attachments, with all the required signatures on file as part of the plan’s records.


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