User Name
Forgot Password?


By entering your User Name and Password, you will be directed to the 5500 Web Client allowing you:
  • Secure e-delivery of your document
  • Easy collaboration with USI Consulting Group
  • Ability to review the draft Form 5500 and Schedules
  • View prior year forms filed through the 5500 Web Client
  • Access Web Client User Guide (located in Planbooks > Actions > Attachments)
Have you obtained your signing credentials yet?
  • An EFAST2 electronic signature (User ID and PIN) is obtained by registering with the Department of Labor (DOL) at their website.
  • Click on the picture below to be directed to the DOL website.


  • Once registration is completed, the DOL will provide the submitter with a unique User ID and PIN for electronically signing the Form 5500.
  • An individual who signs a Form 5500 for more than one plan needs only one PIN.