Our online software only takes a few minutes to complete. But before you get started, please note the following:
- Our software is only for defined contribution plans (401k, money purchase plans, etc). We do not support defined benefit plans.
- We only complete Form 5500-EZ. If you require Form 5500-SF or 5500 please contact your plan administrator.
- Here is a link to the complete IRS instructions for Form 5500-EZ for your reference.
Let’s get started!