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Benefits Compliance

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Streamline Your Benefit Plan Filing

Form 5500s are heavily scrutinized by the DOL and the IRS, which makes accuracy and timeliness in plan reporting essential. Our professionals make it easier for plan sponsors and third-party administrators to meet their reporting requirements by serving as their Form 5500 compliance arm. 

We use a third party software to simplify the filing process. Our experienced team examines each section of the benefit plan return for completeness and accuracy, turns it over to plan sponsors for review, and then plan sponsors can electronically submit their filing. 

The expertise we bring to the table also helps plans that are out of compliance due to late or never-been-filed Form 5500s. We coordinate the Delinquent Filer Voluntary Compliance (DFVC) Program, including verifying plan documents and transmitting the appropriate returns to the DOL.

Discover how we can make your benefit plan reporting compliance simple and convenient. 

Plans We Serve

  • DOL-regulated plans, including fully insured/unfunded welfare benefit ERISA plans with 100+ participants at the beginning of the plan year
  • IRS-regulated plans
    • Profit sharing
    • 401(k)
    • Money purchase
    • ESOP
    • Employer-sponsored IRA,
    • Defined Benefit Plans
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Phyllis Hoff Phyllis Hoff Managing Director