Already have your 5500 prepared by a third party administrator?
The Plan Sponsor is still ultimately responsible for complete and accurate filings.
We serve as a professional reviewer by performing a thorough review of each filing. We document all concerns to ensure the filing is in excellent shape so you are not contacted by the DOL and/or IRS later.
All findings are documented and discussed.
We serve many Plan Sponsor needs:
Perform Review of Filings Completed by Another Party,
Discuss Coordination Requirements Between Schedules and Audit,
Review and Discuss Completed Schedule C,
Present Recent Updates from DOL and IRS,
Provide Guidance for Successful Electronic Filing,
Confirm Health & Welfare ERISA Plan Structure with Form 5500 filings,
Help Avoid Penalties,
Help Ensure Compliance, and
DFVC Program, if applicable.
“I really appreciate the wonderful job you did for our clients. You are so easy to work with and made this a very painless process.”
- Insurance Broker, Ohio
- Financial Reporting Supervisor, Bismarck, North Dakota
- Senior Center HR Manager, California