Welcome > EFAST Software and Approved Vendors

EFAST Software and Approved Vendors

All Form 5500 Annual Returns/Reports must be filed electronically (see the Department of Labor's Final Rule on Annual Reporting and Disclosure). 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. Private companies interested in designing their own Form 5500 preparation/submission software should review the EFAST2 software developer guide.

 

Software Vendors


2018 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

2018v01.00

Yes

Yes

ASC Corporation

DGEM (www.asc-net.com)

2018v01.00

Yes

Yes

CXC Solutions

Compliance Central

2018v01.00

Yes

Yes

The Principal Financial Group

The Principal Financial Group

2018v01.00

Yes

Yes

CCH Small Firm Services

ATX/MAX

2018v01.00

Yes

Yes

Blaze SSI Corp

www.blazessi.com

2018v01.00

Yes

Yes

Wrangle, LLC

TED

2018v01.00

Limited4

Yes

Paychex

Paychex

2018v01.00

Limited2

Yes

Thomson Reuters - GoSystem/ONESOURCE

GoSystem/ONESOURCE

2018v01.00

Yes

Yes

401kAdministrators.com

mrs401k.com

2018v01.00

Yes

Yes

CCH

ProSystem fx

2018v01.00

Yes

Yes

Wolters Kluwer Law & Business

ftwilliam.com

2018v01.00

Yes

Yes

Fidelity Workplace Services, LLC

TRS Preparation

2018v01.00

Limited1

Yes

CS Professional Suite - Thomson Reuters

UltraTax

2018v01.00

Yes

Yes

FIS

FISGlobal.com

2018v01.00

Yes

Yes

Guideline, Inc.

GDL 5500

2018v01.00

Limited3

Yes

Thomson Reuters

Onvio

2018v01.00

Yes

Yes


2017 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

2017v01.00

Yes

Yes

ASC Corporation

DGEM (www.asc-net.com)

2017v01.00

Yes

Yes

Wolters Kluwer Law & Business

ftwilliam.com

2017v01.00

Yes

Yes

CCH Small Firm Services

ATX/MAX

2017v01.00

Yes

Yes

Blaze SSI Corp

www.blazessi.com

2017v01.00

Yes

Yes

CS Professional Suite - Thomson Reuters

UltraTax

2017v01.00

Yes

Yes

The Principal Financial Group

The Principal Financial Group

2017v01.00

Yes

Yes

Fidelity Workplace Services, LLC

TRS Preparation

2017v01.00

Limited1

Yes

Thomson Reuters - GoSystem/ONESOURCE

GoSystem/ONESOURCE

2017v01.00

Yes

Yes

CCH

ProSystem fx

2017v01.00

Yes

Yes

401kAdministrators.com

mrs401k.com

2017v01.00

Yes

Yes

FIS

FISGlobal.com

2017v01.00

Yes

Yes

Paychex

Paychex

2017v01.00

Limited2

Yes

CCH Small Firm Services

Taxwise

2017v01.00

Yes

Yes

Intuit

Lacerte 5500

2017v01.00

Yes

Yes

CXC Solutions

Compliance Central

2017v01.00

Yes

Yes

Guideline, Inc.

GDL 5500

2017v01.00

Limited3

Yes

Wrangle, LLC

TED

2017v01.00

Limited4

Yes

Thomson Reuters

Onvio

2017v01.00

Limited5

Yes


2016 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

2016v01.00

Yes

Yes

401kAdministrators.com

mrs401k.com

2016v01.00

Yes

Yes

Blaze SSI Corp

www.blazessi.com

2016v01.00

Yes

Yes

Wolters Kluwer Law & Business

ftwilliam.com

2016v01.00

Yes

Yes

ASC Corporation

DGEM (www.asc-net.com)

2016v01.00

Yes

Yes

Thomson Reuters - GoSystem/ONESOURCE

GoSystem/ONESOURCE

2016v01.00

Yes

Yes

The Principal Financial Group

The Principal Financial Group

2016v01.00

Yes

Yes

Fidelity Workplace Services, LLC

TRS Preparation

2016v01.00

Limited1

Yes

CCH

ProSystem fx

2016v01.00

Yes

Yes

CCH Small Firm Services

Taxwise

2016v01.00

Yes

Yes

CCH Small Firm Services

ATX/MAX

2016v01.00

Yes

Yes

CS Professional Suite - Thomson Reuters

UltraTax

2016v01.00

Yes

Yes

FIS

FISGlobal.com

2016v01.00

Yes

Yes

Intuit

Lacerte 5500

2016v01.00

Yes

Yes

Paychex

Paychex

2016v01.00

Limited2

Yes

Guideline, Inc.

GDL 5500

2016v01.00

Limited3

Yes

Wrangle, LLC

TED

2016v01.00

Limited4

Yes

CXC Solutions

Compliance Central

2016v01.00

Yes

Yes


2015 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

2015v01.00

Yes

Yes

CCH Small Firm Services

ATX/MAX

2015v01.00

Yes

Yes

CCH Small Firm Services

Taxwise

2015v01.00

Yes

Yes

Wolters Kluwer Law & Business

ftwilliam.com

2015v01.00

Yes

Yes

401kAdministrators.com

mrs401k.com

2015v01.00

Yes

Yes

Blaze SSI Corp

www.blazessi.com

2015v01.00

Yes

Yes

CS Professional Suite - Thomson Reuters

UltraTax

2015v01.00

Yes

Yes

ASC Corporation

DGEM (www.asc-net.com)

2015v01.00

Yes

Yes

Thomson Reuters - GoSystem/ONESOURCE

GoSystem/ONESOURCE

2015v01.00

Yes

Yes

The Principal Financial Group

The Principal Financial Group

2015v01.00

Yes

Yes

CCH

ProSystem fx

2015v01.00

Yes

Yes

FIS

FISGlobal.com

2015v01.00

Yes

Yes

Fidelity Workplace Services, LLC

TRS Preparation

2015v01.00

Limited1

Yes

Paychex

Paychex

2015v01.00

Limited2

Yes

Intuit

Lacerte 5500

2015v01.00

Yes

Yes

CXC Solutions

Compliance Central

2015v01.00

Yes

Yes

Wrangle, LLC

TED

2015v01.00

Limited4

Yes

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

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

3 Guideline software has been approved for preparation of Form 5500-SF only. Contact the software vendor for additional information.

4 Wrangle software has not been approved for preparation of Form 5500-SF, or for schedules related to pension plan filings, including Schedules G, R, MB, and SB. Contact the software vendor for additional information.

5 Thomson Reuters Onvio 2017 software has not been approved for preparation of Form 5500-SF. Contact the software vendor for additional information.