5500 Document Preparation

As part of our standard service component, we will arrange for your 5500 documents to be prepared on your behalf, utilizing state-of-the-art software to help ensure compliance with all filing requirements.

5500 service includes:
  • Development of a filing schedule for each plan
  • Timeline management tool with built-in follow up notices
  • Assist in gathering Schedule A & C data
  • Provide sample client letter with detailed instructions
  • Provide signature ready Form 5500's with Schedules
  • Provide Summary Annual Reports (SAR)
  • Consulting advice regarding ERISA Reporting
  • Respond to DOL/EBSA letters
  • Prepare 5558 (extension of time to file) as necessary
  • Communicate new rules and regulations