Forgot your 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.