Department of Labor Tax Forms for Retirement Plans

Since 2009, the Department of Labor has required qualified retirement plans to submit 5500 tax forms electronically to ensure compliance with its regulations.The Department of Labor requires qualified retirement plans to electronically file a series of 5500 forms annually, except for the 5500-EZ form and Schedule SSA, which are still filed with the IRS. .

Information on the Department of Labor's ERISA Filing and Acceptance System, known as EFAST, for the electronic filing of 5500 tax forms for qualified retirement plans can be obtained from the Department of Labor Efast website.

We are an independent pension consulting. If you have questions about the completion of the Department of Labor series 5500 tax forms under EFAST, other retirement plan tax forms or about retirement plans in general, please complete our short Pension Plan Questionnaire.

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