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Retirement Form Preparation

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For organizations, one of the more overwhelming duties of administering a qualified plan is the governmental form preparation and filing. Our team members are experts on the review and preparation of necessary plan forms and will ensure that they are correctly prepared and filed with the Internal Revenue Service (“IRS”) and the Department of Labor (“DOL”).

We are ready and able to assist with the preparation of the following form types

  • Form 5500
  • Form 5500-SF
  • Form 5500-EZ
  • Form 5558
  • Schedule SB – Actuarial report
  • Form 8955-SSA
  • Form 5300
  • Form 5330
  • Form 1099-R preparation
  • Form 945 preparation
  • PBGC Comprehensive Premium Filing
  • Form 990 and 990T