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Slide 2 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. NOTE: To replay a page, press your PgUP key. e-Signature web-integrated TPA transmits web-integrated Signer transmits locally signed and transmitted IFILE Slide 3 1. e-Signature TPA signs and transmits TPA completes 5500 forms, schedules, and SAR in Pension Reporter and links to required attachments. Step 1 TPA mails copy of filing to Sponsor with Authorization form. Step 2 Sponsor signs forms in ink and sends them back to TPA. Step 3 TPA links in scanned signature pages and transmits filing to DOL. Step 4 Slide 4 2. Web Integrated TPA Transmits TPA completes 5500 forms, schedules, and SAR in Pension Reporter and links to required attachments. Step 1 Signature comes back to Pension Reporter so TPA can transmit filing to DOL. Step 3 and publishes the filing to MY5500.com. Sponsor clicks email link to review and electronically sign filing on MY5500.com. MY5500.com Step 2 Pension Reporter sends an email to the Sponsor Slide 5 3. Web Integrated Signer transmits TPA completes 5500 series forms and SAR in Pension Reporter and links to required attachments. Step 1 Pension Reporter sends an email to the Sponsor and publishes the filing to MY5500.com. Sponsor clicks email link to review and electronically sign filing on MY5500.com and then clicks to submit filing to DOL. MY5500.com Step 2 Slide 6 4. Locally Signed and Transmitted Sponsor reviews and electronically signs the filing on TPAs computer, and then TPA submits filing to DOL from Pension Reporter. Step 3 TPA meets with Sponsor. Step 2 TPA completes 5500 series forms and SAR in Pension Reporter and links to required attachments. Step 1 Slide 7 5. IFILE Export/Import TPA submits signed filing on IFILE site. Step 4 Sponsor clicks email link from DOL to review and electronically sign filing on IFILE site. Step 3 TPA imports XML file into DOLs IFILE site. MY5500.com Step 2 TPA completes 5500 series forms and SAR in Pension Reporter and links to required attachments. TPA saves filing in XML format. Step 1 Slide 8 See our Pension Reporter Demo presentation. For further information, please contact us at sales@datair.com or 888-DATAIR-4