Employee Benefit Plan Reporting

ERISA Form 5500 Software

Prepare annual benefit-plan returns, related schedules and professional filing data in a focused Windows desktop application.

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$399current filing-year editionView Pricing

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.