Batch Setup. Send a batch email to your clients prior to January 1, 2010 informing them of the new EFAST 2 registration requirement with detailed instructions.
Quality Control. Lock plans to prevent changes being made after signatures are requested.
Work Flow Management. Work flow management helps you supervise all your 5500 filings at a glance. Assign plans to administrators, keep track of which plans have been e-signed, whether forms have been submitted for filing, whether plans have been accepted by the DOL, etc.
Automate Client Communications. Send automated invitations, updates and reminders to 5500 signers via a desktop email program or your company's mail server.
Complete Integration. No need to import or export 5500 information to or from the web portal into the 5500 software. All Form 5500 modifications made by your client via our web-portal are automatically updated in your account.
Branding. Web portal may be branded with your logo and colors via an intuitive, easy-to-use interface.
Data Entry/Help. Allow your clients to complete selected questions on the 5500 filing and upload attachments. Context sensitive links to the 5500 from instructions are available at no extra charge.
Single Sign-on. Our web portal integrates seamlessly with your web site so that our web portal may be accessed directly from your web site.
Easy to manage. Form 5500 filings are automatically filed with the DOL as soon as the signer e-signs the form. Batch work flow will reflect any signatures and submissions made by your client.
Download Signer Names From Prior Year 5500 Filings. The download will include a list of plan name, sponsor name and address, EIN and plan number; as well as signer name and signer type (sponsor and/or administrator). This download can be used to help identify who will likely need to register with DOL for signing credentials and can assist you in contacting these individuals with instructions.
Upload Signer/Portal User Information. You may batch upload signer information for the signers/portal users (name, user ID and portal permissions). We provide a sample upload file. Once your file is ready, click to browse for your file and upload.