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The 5500 Help Center is here to make your life easier. Some of the resources below will require you to enter an email address so that the information can be sent to you.

How do I prepare for the 5500 due date?

Checklists

Signer Instructions

The DOL now requires that you file your 5500 electronically and the credentials serve as your electronic signature

Checklists

EFAST2 FAQ's

These are the common questions we get when people file for the first, and second time.

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5500 Due Date

This blog post talks about the different deadlines for the form 5500.

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How To File The 5500

This is most helpful if you are already a BRI Client, since the layouts are different for other service providers however the process is generally the same.