For the past several years, Employers had an option to file the Form 5500 for their qualified plan(s) electronically OR by mailing in a paper copy of the form. Most Employers opted to mail in paper forms.

However, starting with the 2009 plan year, all 5500's must be filed electronically - paper filings will NOT be accepted. For now, the only exceptions are Form 5500-EZ filers for which a paper form must still be mailed.

Complete details on the procedures involved will be sent with your year-end packets which will be provided to you electronically.

If you have changed your e-mail address or have not provided us with your e-mail address, please contact our office immediately with this information.