Mercer Select US - DOL set to begin transition to Form 5500 e-filing on July 1

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DOL set to begin transition to Form 5500 e-filing on July 1

As the transition to EFAST2 -- the second-generation e-filing system for Form 5500 -- gets underway, benefit plan sponsors and other filers could see an immediate impact: As of July 1, the Department of Labor (DOL) will eliminate an informal correction process that has allowed filers 30 to 60 days to correct deficiencies in their reports before substantive review begins. Starting with reporting for the 2009 plan year, DOL generally will accept only electronically filed Form 5500 annual reports for retirement, health and welfare plans. (Select News, 29 Jun 2009)

Full text of web briefing handout on 2009 Form 5500 and e-filing (DOL, 11 Jun 2009) (PDF)

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