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Retirement Reporting Assistance

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We prepare and file numerous governmental forms for our clients each year. We are well versed in the issues necessary to meet your benefits related compliance needs. Our approach to assisting clients with their reporting needs is comprehensive. Our approach does not involve merely taking in information and data-entering it into a software system to produce a draft return. Our team performs comprehensive reviews of the financial data and underlying plan document to ensure that returns are being prepared accurately.

We frequently assist clients with the preparation of the following returns:

  • Form 5500
  • Form 8955-SSA
  • Form 5330
  • Form 990
  • Form 990-T

Forms sometimes filed in conjunction with a Form 990-T:

  • Form 926
  • Form 8621
  • Form 8865
  • Form 8886
  • Form 5471
  • Form 90-22.1