EFAST2

Beginning with the 2009 plan year, the Department of Labor (DOL) began requiring retirement and welfare plans to file their annual reports (Form 5500) electronically (EFAST2). The transformation from paper filing to electronic filing resulted in significant changes in procedures. To ease the transition, preparers need to familiarize themselves with the new electronic filing system.

SunGard is staying up-to-date on the latest news regarding EFAST2. New announcements will be posted here as information is available.

Getting Ready for EFAST2

EFAST2 Credentials

Attachments and Plan Audits

Electronic Filing Procedures

Modifications to Form 5500 and Schedules

Deadlines, Extensions and the DFVC Program

DOL Revises Electronic Filing Procedures

Using Desktop Software Under EFAST2

EFAST2 Developer's Conference

Short Plan Years and Sharing Credentials

DOL Issues 45 FAQs on EFAST2

One Participant Plans

Will My Client Be Able To Navigate IFILE?

403(b) Plans and EFAST2