1 / 14

New Electronic Requirements for filing ERISA Form 5500

New Electronic Requirements for filing ERISA Form 5500. NEW EFAST2 filing requirements for Form 5500. Form 5500 Electronic Filing Registration Instructions. The following slides will provide step by step instructions on how to obtain your IREG Signing Credentials.

knox
Download Presentation

New Electronic Requirements for filing ERISA Form 5500

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. New Electronic Requirements for filing ERISA Form 5500 NEW EFAST2 filing requirements for Form 5500

  2. Form 5500 Electronic Filing Registration Instructions • The following slides will provide step by step instructions on how to obtain your IREG Signing Credentials. • We suggest you set aside approximately 15 minutes to complete the process. • Please proceed to the next page…

  3. New to EFAST? • Please click on the following link to register : http://www.efast.dol.gov

  4. Register

  5. Profile Information

  6. Challenge Information

  7. Register – Confirmation

  8. Retrieving your Pin and User ID

  9. Challenge Question Verification

  10. PIN Activation Agreement

  11. Completing Registration Process

  12. Creating Your Password

  13. Successful Account Activation

  14. The professionals at the Summit Financial Companies deliver customized retirement plans, employee benefit plans, as well as personal tax and financial planning solutions to organizations and individuals. If you should have questions or need assistance, please feel free to contact our office at any time. Summit Financial Corp 7 New England Executive Park Suite 220 Burlington, MA 01803 Phone: (781) 229-9500 www.summitfinancialcorp.com Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services, as well as benefits consulting and plan administration, offered by Summit Financial Corporation are separate and unrelated to Commonwealth. Fixed insurance products and services, as well as tax services, offered by Summit Financial Strategies, Inc. are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, ME, MD, MA, MI, NV, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Questions?

More Related