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I heard that I have to file the annual return/report (Form 5500 or Form 5500-SF) electronically. Can you tell me if thats true?

April 26, 2017annual electronically file form heard report Return

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I heard that I have to file the annual return/report (Form 5500 or Form 5500-SF) electronically. Can you tell me if thats true?

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Yes. All pension and welfare plans and DFEs that are required to submit an annual return/report under Title I of ERISA (Form 5500 or Form 5500-SF) must do so electronically for all plan years beginning. Beginning January 2010, an all-electronic system called EFAST2 began processing those electronic annual returns/reports. Prior year delinquent or amended Form 5500 annual return/reports must be filed electronically through EFAST2 as described in question 4 below.