Accurate and timely filing of Form 5500 ensures transparency, maintains your company’s compliance with Department of Labor (DOL) and IRS regulations, and protects you and your employees. Non-compliance isn’t an option. Working with experienced professionals like The Pension Design Group is a must!
Outsourcing Form 5500 preparation and filing to The Pension Design Group (PDG) offers significant benefits, from saving time to ensuring accuracy and cost-effectiveness. Partnering with PDG allows you to focus on your business while we handle this critical administrative task.
PDG acts as an extension of your team, which frees up your valuable time. You'll no longer need to dedicate hours to gathering information, completing the form, and ensuring accuracy. With this task off your plate, you can refocus on core business activities and strategic growth.
The potential penalties for late or inaccurate Form 5500 filing are staggering, reaching hundreds of thousands of dollars per year. By outsourcing to the PDG team, you'll avoid these costly mistakes. Our expertise ensures accurate preparation and timely filing, providing long-term cost savings and financial protection for your retirement plan.
The Pension Design Group specializes in Form 5500 preparation and all aspects of retirement plan compliance rules & administration. Our team understands the complex reporting requirements and ensures all information is accurately completed. We'll handle coordination with the IRS and Department of Labor, providing you with peace of mind knowing this critical filing is done correctly.
When juggling business responsibilities, paperwork often gets put off. However, neglecting the timely and accurate filing of Form 5500 can jeopardize your retirement plan's compliance, leading to substantial penalties. Prioritize collaboration with the professionals at The Pension Design Group to manage this critical filing. Avoid costly mistakes and protect your investment in your plan, your company, and your employees.
Personalized Service
We tailor retirement plans to meet each business's unique needs, ensuring personalized solutions that drive success.
Details Matter
Our meticulous attention to detail ensures plan compliance and maximizes the benefits of your retirement plan.
Great Partnerships
We collaborate closely with business owners, financial advisors, CPAs, and accountants to deliver seamless, integrated retirement plan solutions.
The Pension Design Group's team of experts navigates the entire Form 5500 preparation and filing process, from information gathering to electronic submission, ensuring a smooth and compliant experience for our clients.
Our team will collect all necessary data related to your employee benefit plan, including employee census, financial details, and specific plan features. We'll ensure we have a complete picture of your plan to facilitate accurate form completion.
We'll determine the appropriate Form 5500 version (standard or for small plans) and fill it out with the gathered information. Any required schedules or attachments will be included to ensure a comprehensive filing.
We'll use the EFAST2 system for electronic submission, utilizing approved third-party software. This ensures compliance with the mandatory electronic filing requirement.
A thorough review of the completed form will be conducted to ensure accuracy, completeness, and compliance with all reporting requirements.
We'll submit Form 5500 well before the due date to avoid late filing penalties. You can have confidence that this critical task is handled promptly and correctly.
Reach out to The Pension Design Group by phone at 888-4-K-PLANS or email us to express your interest. We'll be in touch to discuss your needs and answer any questions.
Provide a census of your current employees. We'll also ask more in-depth questions about your objectives and ideal plan features to tailor the perfect solution.
We'll create a proposal outlining a customized plan. We'll review the design, answer questions, and discuss benefits in a virtual or in-person meeting.
We'll handle the implementation of your plan, from documents to compliance. We can facilitate contribution submissions and will provide ongoing support, ensuring your plan's success and your employees' retirement readiness.
Newsletter Signup