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Error
Sponsor signed name or signature date in the Filing Header does not match the Sponsor signed name or signature date on the Form 5500/5500-SF.
Solution
This error comes up if you enter signature information for the plan sponsor on the ELF screen, but the Individual signing for plan sponsor is entered on the 5500 screen in the General folder. The solution varies depending on who is signing the return.
Plan admin and plan sponsor are the same
Follow the data entry instructions in Entering data for the same employer / sponsor and plan administrator
Plan admin is signing
If the plan admin is signing the return and is not the same person as the plan sponsor:
- Go to the General folder > 5500 screen and remove the name from the Individual signing for plan sponsor field.
- Go to the Admin screen and make sure Plan administrator information same as sponsor is not marked.
- Complete the plan administrator information on this screen.
- Enter the name of the plan admin in the Individual signing for plan administrator.
- Go to the Electronic Filing folder > ELF screen and enter signature information for the plan administrator only.
Plan sponsor is signing
If the plan sponsor is signing the return and is not the same person as the plan admin:
- Go to the General folder > 5500 screen and fill out the Sponsor / Employer information.
- Enter the name of the plan sponsor in the Individual signing for plan sponsor field.
- Go to the Admin screen and make sure Plan administrator information same as sponsor is not marked.
- Make sure the Individual signing for plan administrator field is blank.
- Go to the Electronic Filing folder > ELF screen and enter signature information for the plan sponsor only.
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