PA Pension Planners



PPA Amendment

Amendment for Pension Protection Act and Heart Act
Download – PPA amendment (pdf)

EFAST2 Creds

There are new mandatory electronic filing requirements (EFAST2) which now apply to the annual report (Form 5500) that your retirement plan must file. The electronic filing procedures require that you sign the Form 5500 electronically. In order to sign the Form 5500, you will need to obtain “filing signer” credentials. The Department of Labor (DOL) will not permit anyone to obtain the credentials on your behalf…
Download – Obtaining EFAST2 Filing Signer Credentials (pdf)