This document is about practical tips provided by the U.S. Department of Labor and the Internal Revenue Service to help filers avoid common errors when electronically filing the Form 5500 and Form 5500-SF annual return/report. It covers topics such as proper electronic signatures, using the correct EIN and plan number, ensuring the filing period is 12 months or less, identifying the proper funding and benefit arrangements, attaching all required schedules and attachments, and following the correct procedures for filing amended returns. The goal is to reduce the number of basic filing errors and EFAST2 specific error messages encountered when processing these forms.
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