The ever-changing regulatory landscape can be hard to navigate without a guide. When you partner with ABV Advisors, you get sound advice, expert benefits compliance services, and a vision for streamlining the benefits compliance process, so you have peace of mind.

As one of the country’s leading benefit compliance advisory firms, we serve brokers of employee benefit plans (health, welfare, & 401(k) plans), financial advisors, PEO’s, and affinity associations across the United States.

Our client-centric solutions guide businesses to ERISA-related compliance for employee benefit plans and preparation of the IRS Form 5500. Our trained advisors act as an extension of your organization, using the latest technology to command and automate benefits compliance, so that you can focus on growing your business, reaching your strategic goals and maintaining your bottom line while remaining compliant.

Step 1)

Complete the form below and click submit. Someone from ABV will contact you within 48 hours to schedule your
Discovery Call.

Step 2)

Participate in a Discovery Call. This allows ABV to discuss your current clients, the Form 5500 filing process, and fees. We will be happy to answer all your questions at this time.

Step 3)

Review and approve the Engagement Letter prepared by ABV. This document will confirm the scope of services, expectations, and fees for our work.

Step 4)

One you are formally engaged, ABV will complete an inventory of Form 5500 compliance for your key clients and prospective clients, accordingly.

What is Form 5500 and why do we need to file it?

Form 5500 is a reporting & disclosure document for employee benefit plans, required by certain Titles in ERISA and the Internal Revenue Code, as amended. It is filed with the Department of Labor and is not a tax return. Failure to file Form 5500 may result in a civil penalty of up to $1,100 per day, if discovered.

Get Started with ABV Today!

“In a fiercely competitive market, we’re looking for an edge and ABV gives us one with their 5500 compliance services. They help us help our clients. We’re impressed with their professionalism and commitment to keep both our staff and clients aware of changing regulatory environments…”
Jeff Hadden, Principal Partner at LoCascio, Hadden & Dennis