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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.

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