Updated September 22, 2026 • Verify the current EFAST2 workflow.
Basic EFAST2 filing workflow
- Prepare Form 5500 or Form 5500-SF and all required schedules and attachments.
- Run filing-year validation and resolve errors or warnings that require correction.
- Review the filing and obtain the required electronic signatures.
- Submit through EFAST2 using IFILE or an approved filing method/software workflow.
- Review filing status and retain submission records.
Why validation matters
The Department of Labor advises filers to submit all required schedules and attachments and ensure the attached schedules match the checklist on Form 5500. Use the EFAST2 error lookup on this site as a starting point, then follow the official DOL explanation.
Reference-only page: LawFirmSoftware.com is not currently offering Form 5500 software for sale. This free page remains available as a filing reference. Browse Form 5500 resources.