Facebook  LinkedIn  RSS Feed 

Form 5500 Consulting

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, document all concerns, and assist to get the filing in excellent shape so you are not haunted with DOL and IRS correspondence 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’s,
  • Help Avoid Penalties, and
  • Help Ensure Compliance and DFVC Program.