5500 Forms
Maximize your e-filing efficiency!

Create 5500 and other forms more quickly and efficiently than before. Fully web-based, integrated with ASC Valuation Systems, no additional server fees, direct e-file capabilities.

 

 

Quickly Produce:

  • DOL/IRS Form 5500 and associated schedules
  • Form 8955-SSA
  • Summary Annual Reports (SAR)
  • Other related forms (such as Form 5558)



Screen Shots

 

Create 5500 form Screenshot
New Form 5500 Screen

5500 Edit Screenshot
Edit Form 5500 Screen

Manage Documents Screenshot
Manage Documents Screen

 

Signatures


For Preparers

Once the form has been validated, the Preparer will be prompted to set the form status to “Invite for Signature”. If they choose this status, emails will be generated notifying the signers (Plan Sponsor/Plan Administrator/DFE) to sign the form. This email will also include the link and instructions to obtain their credentials through the IREG site if they have not yet done so. When setting up the initial database for EFAST2, Preparers will need to enter the email addresses for signers, and maintain these each year.

For Plan Sponsors

The Signer will receive the email generated when the preparer chose the status “Invite for signature”. They will link to the URL provided in the email to go to our web signing portal – SignYour5500.com. This secure site will require authentication using the Plan Sponsor EIN and a PIN generated by our system. Signers will be able to review the form and schedules, but will not be able to make any changes. Once all signatures have been received, the form will be transmitted to the DOL. In addition, an email will be generated to the Preparer’s notification address that the form has been filed. We do not anticipate many rejects at this point due to all of the checks and validations. However, if for any reason the 5500 is not accepted, our system will notify the Preparer and they will be able to take appropriate action to resubmit and invite the signer back to sign and file.

Secure Signing Page

 

Workflow Reports


Our workflow status reports will enable our users to track forms from initiation to acceptance of the filing. Our reports will show the current status of the form, as well as the date of the status change. Our “Find” command will allow users to select and extract a listing of plans based on status, date, etc. making forms management easy.

Workflow Status Report

5500 Integration with ASC Valuation Systems


You’ll avoid redundant data entry as well as reduce the risk of human error because of ASC’s systems integration.  The 5500 System is integrated with the ASC Valuation System, Plan Documents and CATTS (Client and Task Tracking System).  They all work together to make your job easier and more efficient.

For More Information


Please contact ASC with any questions

ASC - Retirement Software
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