Filing Modes

DATAIR supports the following methods for signing and transmitting 5500 series returns. You may choose any method on a filing-by-filing basis.

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e-Signature web-integrated – TPA transmits web-integrated – Signer transmits locally signed and transmitted IFILE

1. e-Signature – TPA signs and transmits

TPA completes 5500 TPA completes 5500 forms, schedules, and SAR forms, schedules, and SAR in Pension Reporter and in Pension Reporter and links to required links to required attachments.attachments.

Step 1

TPA mails copy of filing TPA mails copy of filing to Sponsor with to Sponsor with Authorization form. Authorization form.

Step 2

Sponsor signs forms in ink Sponsor signs forms in ink and sends them back to TPA.and sends them back to TPA.

Step 3

TPA links in scanned TPA links in scanned signature pages and signature pages and transmits filing to DOL.transmits filing to DOL.

Step 4

2. Web Integrated – TPA Transmits

TPA completes 5500 TPA completes 5500 forms, schedules, and SAR forms, schedules, and SAR in Pension Reporter and in Pension Reporter and links to required links to required attachments.attachments.

Step 1

Signature comes back to Signature comes back to Pension Reporter so TPA Pension Reporter so TPA can transmit filing to DOL.can transmit filing to DOL.

Step 3

……and publishes the and publishes the filing to MY5500.com.filing to MY5500.com.

Sponsor clicks email link to Sponsor clicks email link to review and electronically review and electronically sign filing on MY5500.com.sign filing on MY5500.com.

MY5500.comStep 2

Pension Reporter sends Pension Reporter sends an email to the Sponsor…an email to the Sponsor…

3. Web Integrated – Signer transmits

TPA completes 5500 series TPA completes 5500 series forms and SAR in Pension forms and SAR in Pension Reporter and links to Reporter and links to required attachments.required attachments.

Step 1

Pension Reporter sends Pension Reporter sends an email to the Sponsor…an email to the Sponsor…

……and publishes the and publishes the filing to MY5500.com.filing to MY5500.com.

Sponsor clicks email link to review Sponsor clicks email link to review and electronically sign filing on and electronically sign filing on MY5500.com and then clicks to MY5500.com and then clicks to submit filing to DOL.submit filing to DOL.

MY5500.comStep 2

4. Locally Signed and Transmitted

Sponsor reviews and Sponsor reviews and electronically signs the filing electronically signs the filing on TPA’s computer, and then on TPA’s computer, and then TPA submits filing to DOL TPA submits filing to DOL from Pension Reporter.from Pension Reporter.

Step 3

TPA meets with Sponsor.TPA meets with Sponsor.Step 2

TPA completes 5500 series TPA completes 5500 series forms and SAR in Pension forms and SAR in Pension Reporter and links to Reporter and links to required attachments.required attachments.

Step 1

5. IFILE Export/Import

TPA submits signed filing TPA submits signed filing on IFILE site.on IFILE site.

Step 4

Sponsor clicks email link Sponsor clicks email link from DOL to review and from DOL to review and electronically sign filing on electronically sign filing on IFILE site.IFILE site.

Step 3

TPA imports XML file into TPA imports XML file into DOL’s IFILE site.DOL’s IFILE site. MY5500.comStep 2

TPA completes 5500 series TPA completes 5500 series forms and SAR in Pension forms and SAR in Pension Reporter and links to Reporter and links to required attachments.required attachments.

TPA saves filing in XML format.TPA saves filing in XML format.Step 1

See our Pension Reporter Demo presentation. For further information, please contact us at

sales@datair.com or 888-DATAIR-4