Retirement Form Preparation

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

Thought Leadership

Navigating Equity Awards During an M&A

January 6, 2025

In the realm of mergers and acquisitions (M&A), executive compensation—especially "golden parachutes"—plays a pivotal role in ensuring that executives can focus on the company's best interests without concerns about their personal financial security.

Thought Leadership

Navigating Compensation Considerations and Payroll Obligations During a Restructuring

December 10, 2024

When navigating a restructuring, companies face the substantial hurdle of being able to offer competitive wages to fundamental talent. However, retention and incentive programs can be one of the most powerful tools to facilitate a successful restructuring.

Press Releases

Senior Director James Deets Named a 2024 Best Lawyer in Dallas for Compensation & Benefits by D Magazine

May 2, 2024

A&M is proud to announce Senior Director James Deets has been named a 2024 Best Lawyer in Dallas for Compensation & Benefits by D Magazine.

Thought Leadership

Reimagining Long-Term Incentive Programs in the Middle East – A Strategy to Navigate Regional Differences

November 29, 2023

Long-term incentive programs (LTIPs) are more than just compensation schemes; they are strategic tools that can make or break a company's ability to attract and retain top talent.