Welcome > Software and Vendors

Information For Developers

EBSA is working closely with commercial software developers to make 5500 electronic filing readily available to anyone interested. Software developers who wish to design their own electronic filing program should call the toll-free EFAST Help Line telephone number, 1.866.463.3278 for specifications, validation criteria and records layout documents.

Information For EFAST2 Filers

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.

EBSA will list on this Web site the private sector companies who have developed software that has been approved for use in transmitting and/or completing the Form 5500 and Form 5500-SF under the EFAST2 system. EBSA has approved some companies for all Form 5500 forms and schedules and, in response to requests, provides limited approval for other companies as described on this webpage. Information on these products and their vendors' is provided for the convenience of filers. The U.S. Department of Labor does not endorse or warrant these companies, their products, or their services.

Software Vendors


2013 version 01.00 Approved Software

Company Name

Product Name

Product Version Number

Filer Preparation Software Certified

Transmission Software Certified

DATAIR Employee Benefit Systems, Inc.

Pension Reporter

2013v01.00

Yes

Yes

Wolters Kluwer Law & Business

ftwilliam.com

2013v01.00

Yes

Yes

ASC Corporation

DGEM (www.asc-net.com)

2013v01.00

Yes

Yes

CCH

ProSystem fx

2013v01.00

Yes

Yes

Blaze SSI Corp

www.blazessi.com

2013v01.00

Yes

Yes

CCH Small Firm Services

ATX/MAX

2013v01.00

Yes

Yes

SunGard

SunGard.com/Relius

2013v01.00

Yes

Yes

Paychex

Paychex

2013v01.00

Limited1

Yes

CCH Small Firm Services

Taxwise

2013v01.00

Yes

Yes

Thomson Reuters - GoSystem/ONESOURCE

GoSystem/ONESOURCE

2013v01.00

Yes

Yes

AXA Equitable

Association E-5500 System

2013v01.00

Limited2

Yes

CS Professional Suite - Thomson Reuters

UltraTax

2013v01.00

Yes

Yes

The Principal Financial Group

The Principal Financial Group

2013v01.00

Yes

Yes

H&R Block

BlockWorks

2013v01.00

Yes

Yes

Fidelity Workplace Services, LLC

TRS Preparation

2013v01.00

Limited3

Yes

401kAdministrators.com

mrs401k.com

2013v01.00

Yes

Yes

Intuit

Lacerte 5500

2013v01.00

Yes

Yes

DataPath

www.dpath.com

2013v01.00

Yes

Yes


2012 version 01.00 Approved Software

Company Name

Product Name

Product Version Number

Filer Preparation Software Certified

Transmission Software Certified

DATAIR Employee Benefit Systems, Inc.

Pension Reporter

2012v01.00

Yes

Yes

Wolters Kluwer Law & Business

ftwilliam.com

2012v01.00

Yes

Yes

401kAdministrators.com

mrs401k.com

2012v01.00

Yes

Yes

SunGard

SunGard.com/Relius

2012v01.00

Yes

Yes

CS Professional Suite - Thomson Reuters

UltraTax

2012v01.00

Yes

Yes

CCH Small Firm Services

ATX/MAX

2012v01.00

Yes

Yes

CCH Small Firm Services

Taxwise

2012v01.00

Yes

Yes

The Principal Financial Group

The Principal Financial Group

2012v01.00

Yes

Yes

Blaze SSI Corp

www.blazessi.com

2012v01.00

Yes

Yes

CCH

ProSystem fx

2012v01.00

Yes

Yes

AXA Equitable

Association E-5500 System

2012v01.00

Limited4

Yes

ASC Corporation

DGEM (www.asc-net.com)

2012v01.00

Yes

Yes

Thomson Reuters - GoSystem/ONESOURCE

GoSystem/ONESOURCE

2012v01.00

Yes

Yes

Paychex

Paychex

2012v01.00

Limited5

Yes

Intuit

Lacerte 5500

2012v01.00

Yes

Yes

TaxWorks

TaxWorks

2012v01.00

Yes

Yes

DataPath

www.dpath.com

2012v01.00

Yes

Yes

Fidelity Workplace Services, LLC

TRS Preparation

2012v01.00

Limited6

Yes


2011 version 01.00 Approved Software

Company Name

Product Name

Product Version Number

Filer Preparation Software Certified

Transmission Software Certified

Wolters Kluwer Law & Business

ftwilliam.com

2011v01.00

Yes

Yes

CS Professional Suite - Thomson Reuters

UltraTax

2011v01.00

Yes

Yes

TaxWorks

TaxWorks

2011v01.00

Yes

Yes

Sungard

SunGard.com/Relius

2011v01.00

Yes

Yes

Blaze SSI Corp

www.blazessi.com

2011v01.00

Yes

Yes

The Principal Financial Group

The Principal Financial Group

2011v01.00

Yes

Yes

CCH

ProSystem fx

2011v01.00

Yes

Yes

Thomson Reuters - GoSystem/ONESOURCE

GoSystem/ONESOURCE

2011v01.00

Yes

Yes

Paychex

Paychex

2011v01.00

Yes

Yes

AXA Equitable

Association E-5500 System

2011v01.00

Yes

Yes

CCH Small Firm Services

ATX/MAX

2011v01.00

Yes

Yes

DataPath

www.dpath.com

2011v01.00

Yes

Yes

DATAIR Employee Benefit Systems, Inc.

Pension Reporter

2011v01.00

Yes

Yes

ASC Corporation

DGEM (www.asc-net.com)

2011v01.00

Yes

Yes

401kAdministrators.com

mrs401k.com

2011v01.00

Yes

Yes

Intuit

Lacerte 5500

2011v01.00

Yes

Yes

CCH Small Firm Services

Taxwise

2011v01.00

Yes

Yes


2010 version 01.01 Approved Software - This software can be used to submit filings beginning December 20, 2010

Company Name

Product Name

Product Version Number

Filer Preparation Software Certified

Transmission Software Certified

Blaze SSI Corp.

www.blazessi.com

2010v01.01

Yes

Yes

Fort William

www.ftwilliam.com

2010v01.01

Yes

Yes

ASC Corporation

DGEM

2010v01.01

Yes

Yes

CS-Professional Suite-Thomson Reuters

Ultra Tax

2010v01.01

Yes

Yes

Thomson Reuters

GoSystem/ONE SOURCE

2010v01.01

Yes

Yes

Tax Works

Tax Works

2010v01.01

Yes

Yes

Principal Financial Group

Principal e-file

2010v01.01

Yes

Yes

CCH

ProSystem fx Tax

2010v01.01

Yes

Yes

CCH Small Firm Services

ATX/MAX

2010v01.01

Yes

Yes

SunGard

SunGard.com/Relius

2010v01.01

Yes

Yes

Paychex

Paychex Retirement Services

2010v01.01

Yes

Yes

CCH Small Firm Services

Taxwise

2010v01.01

Yes

Yes

Datair

Pension Reporter

2010v01.01

Yes

Yes

Intuit

Lacerte 5500

2010v01.01

Yes

Yes

DataPath

www.dpath.com

2010v01.01

Yes

Yes

AXA Equitable

Association E-5500 System

2010v01.01

Yes

Yes

401kAdministrators.com

mrs401k.com

2010v01.01

Yes

Yes

1 Paychex 2013 software has not been approved for preparation of Schedules G, MB, and SB. Contact the software vendor for additional information.

2 AXA Equitable 2013 software has been approved only for preparation of Form 5500-SF. AXA Equitable 2013 software has not been approved for preparation of Form 5500 and Schedules A, C, D, G, H, I, R, MB, SB and related attachments. Contact the software vendor for additional information.

3 Fidelity software does not support service providers signing a Form 5500 on behalf of the plan administrator. Fidelity 2013 software has not been approved for preparation of Form 5500-SF, Schedule MB, and Schedule SB. Contact the software vendor for additional information.

4 AXA Equitable 2012 software has not been approved for preparation of Schedules C, G, H, MB, SB, and specific attachments. Contact the software vendor for additional information.

5 Paychex 2012 software has not been approved for preparation of Direct Filing Entity (DFE) filings and Schedules G, MB, and SB. Contact the software vendor for additional information.

6 Fidelity 2012 software has not been approved for preparation of Form 5500-SF, Schedule MB, and Schedule SB. Contact the software vendor for additional information.