Retirement Reporting Assistance

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

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.