LM-2 module for Sage Intacct

Generate fast, easy annual reporting for financial disclosures

As required by the U.S. Department of Labor (DOL), the annual LM-2 is one of the most detailed and complex financial disclosures for labor organizations to pull together. Without adequate internal resources to manage deadlines and take on the filing burden, organizations can face penalties or even negative public exposure.

Wipfli’s LM-2 module built for Sage Intacct streamlines the entire process, including data entry, financial tracking, file generation and submission to government. With reporting automation, labor unions can significantly reduce risk, errors and manual efforts — and gain peace of mind knowing that their LM-2 submission is accurate, complete and compliant.

How LM-2 for Sage Intacct ensures precision and rigor in reporting

We designed this tool based on feedback from labor organizations that needed a better way to track, calculate and reconcile every account and record required for the formal LM-2 report. Whether an organization has been using Sage Intacct for years or is just now in the process of adopting its financial management solution, this module can be turned on for immediate value.

By automatically recording transactions against LM-2 schedules 14 through 20, labor unions save time and money with built-in features and controls that make it easy to stay diligent throughout the year, before reporting season is in full swing.