Do you wonder whether you are filing your 5500 forms properly for all of your plans?
We believe preparing your 5500 filings entails more than putting numbers in the proper schedules and filing the forms by the proper date. When compiling the data for preparation of the filing we delve further. We review existing plan documentation to make sure that the filing and documentation match, that all plans that should have a filing do so, that plans that no longer require a filing stop after proper notification and we verify information provided by your vendors. We frequently find that information provided by vendors can contain data that requires further investigation. In addition, it’s been our experience that most employers are not aware that a 5500 filing is normally required, if there are 100 or more participants, for EAP and Wellness Programs.
If we discover during our review process that there are back filings that need to be made under the DFVC program, we can help you through this as well. With approximately 200 Form 5500 filings prepared annually in our office, we have the experience and expertise to give you the confidence you need to get filings done correctly.
Finally, we are positioned to assist you with the DOL proposed regulations effective for plan years beginning after January 1, 2019 for filing your fully-insured medical plan with fewer than 100 participants.