Relius Government Forms 5500 Web Client

Recent regulatory changes have mandated electronic filing for all Form 5500s made under Title 1 of ERISA, beginning January 2010. The EFAST2 system is a "collaborative initiative" between multiple agencies, including DOL, IRS, and PBGC, and presents several challenges to you and your clients. Modifying your existing procedures and routines in order to meet these new filing requirements and helping your clients understand how to collaborate with you electronically -- obtaining and maintaining their e-filing credentials (signature IDs and PINs) and filing electronically via the Web – will be essential to meeting these requirements.

SunGard’s Relius Government Forms 5500 Web Client is a secure, interactive, online solution that can help you and your clients meet these challenges. Give your clients an efficient and easy way to gather all necessary information and electronically file their 5500 forms and schedules.

If you already own Relius Government Forms 5500 and you want to start using Relius Government Forms 5500 Web Client, goto to Web Client On Demand to get started today!

Features

  • Publish your clients’ 5500 forms and schedules, in batch, directly from your 5500 software
  • Publish planbooks to a secure site where you define who has access
  • Easily customize the Web site with your own branding (logos, colors, etc.)
  • Unlock all or only certain fields for your clients to modify
  • View modifications made by your clients with an intuitive to use revision tracking tool
  • See status of many filings at a glance with sorting/query capabilities
  • Batch import the revised 5500 forms and schedules back into your 5500 software
  • Allow your clients to view context-sensitive, field specific IRS instructions
  • Batch import revised/updated information into your 5500 software (with tracking)
  • Set and send automatic e-mail reminders to your clients

Benefits

  • Helps save time, effort and fees associated with manually preparing and mailing annual reporting packets
  • Makes filings accessible anywhere an Internet connection is available
  • Provides Single Sign On (SSO) for seamless integration with existing plan sponsor websites
  • Allows you and your clients to view and collaborate simultaneously online
  • Supports attachments (auditors opinions, etc.) necessary for e-filing
  • Allows clients to view and/or edit actual forms and schedules, making it easier to complete the form and/or reference schedules/pages/lines, etc.
  • Provides secure delivery for non-disclosable schedules, using a Secure Socket Layer (SSL/HTTPS)
  • Offers customizable, automated e-mail reminders to notify clients who have not responded or filed in a timely manner