EFAST2, an all-electronic system, receives and displays Forms 5500 and 5500-SF Annual Returns/Reports. The Form 5500-SF (Short Form) can be used by small plans (generally fewer than 100 participants) that meet certain other conditions. EFAST2 is available on www.efast.dol.gov.

Under the Department of Labor’s Final Rule on Annual Reporting and Disclosure, all Form 5500 Annual Returns/Reports must be filed electronically. Under the all-electronic EFAST2, filers choose between using EFAST2-approved vendor software or the EFAST2 web-based filing system (IFILE) to prepare and submit the Form 5500 or Form 5500-SF. Completed forms are submitted via the Internet.

EFAST2 electronic credentials must be obtained to sign and/or submit the Form 5500 or Form 5500-SF, or to prepare a return/report in IFILE. EFAST2 electronic credentials can be obtained by registering on the EFAST2 web site (www.efast.dol.gov).

Nearly all filings that are received by the EFAST2 electronic filing system will be posted on the Department of Labor’s EFAST2 web site. For more information on Form 5500 disclosure, see EFAST2 FAQ #42.

EBSA launched this dedicated Web site to provide filers with up to date information about filing requirements, electronic filing options, software availability, frequently asked questions and answers, and information about upcoming seminars and other outreach activities and events. In addition to publications, a general fact sheet, Frequently Asked Questions section, information copies of the Form 5500s and the instructions are contained on this site.

The toll-free EFAST2 Help Line telephone number, 1-866-463-3278 provides a variety of assistance to plan filers. This Toll-Free service is available to individuals who need assistance:

• In responding to correspondence received from EBSA about EFAST2 processing of their Form 5500 or 5500-SF filing
• With general questions about EFAST2
• With questions and/or need help completing the Form 5500 or Form 5500-SF
• In confirming receipt of Forms 5500 or Form 5500-SF you submitted