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Form 5500 Preparation Services

Benefit Processing Specialists understands the importance of complying with the Employee Retirement Income Security Act (ERISA) requirements for health and welfare benefit plans. Our expert team ensures your plan adheres to these regulations by providing the Form 5500.

Preparing the Summary Annual Report

Navigating the complexities of ERISA can be daunting. That's why we specialize in meticulously preparing the summary annual report. This critical document, filed through Form 5500, encompasses various schedules that detail your plan’s operations, financial condition, and compliance with the prescribed standards.

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Delivering the Document

We deliver your Form 5500 signature-ready (electronically) We can also e-file on your behalf. Additionally, we provide a Summary Annual Report (SAR) via PDF for plan participants, enhancing transparency and understanding of the plan's annual performance. This must also be distributed to each participant on the plan.

Trust Benefit Processing Specialists

Benefit Processing Specialists take the lead in your DOL/IRS document preparation needs. Our commitment to precision, compliance, and efficiency ensures your benefit plan is in capable hands. What sets us apart is that we have helped many clients with their Delinquent filings. We have been able to get their penalties and fees abated.

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