New Electronic Requirements for filing ERISA Form 5500

New Electronic Requirements for filing ERISA Form 5500

Form 5500 Electronic Filing Registration Instructions

The following slides will provide step by step instructions on how to obtain your IREG Signing Credentials.

We suggest you set aside approximately 15 minutes to complete the process.

Please proceed to the next page…

New to EFAST?

Please click on the following link to register : http://www.efast.dol.gov

Register

Profile Information

Challenge Information

Register – Confirmation

Retrieving your Pin and User ID

Challenge Question Verification

PIN Activation Agreement

Completing Registration Process

Creating Your Password

Successful Account Activation

The professionals at the Summit Financial Companies deliver customized retirement plans, employee benefit plans, as well as personal tax and financial planning solutions to organizations and individuals.

If you should have questions or need assistance, please feel free to contact our office at any time.

Summit Financial Corp

7 New England Executive Park

Suite 220

Burlington, MA 01803

Phone: (781) 229-9500

www.summitfinancialcorp.com

Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services, as well as benefits consulting and plan administration, offered by Summit Financial Corporation are separate and unrelated to Commonwealth. Fixed insurance products and services, as well as tax services, offered by Summit Financial Strategies, Inc. are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, ME, MD, MA, MI, NV, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Questions?