We’ve created a systematic method of Form 5500 preparation that ensures forms are filed timely, accurately and inexpensively. Neither an actuary nor an accountant is required to prepare these informational welfare plan returns. That’s why there is a clear advantage to having an expert benefit consultant like ABV Advisors who knows the right questions to ask.

With new electronic filings now required by the DOL, we offer an efficient and accurate way to transmit returns. Outsourcing the collection of Schedule A’s, Form completion and electronic reviews, eliminates errors, delays and inefficient use of staff time for our clients.

For brokers, advisors, TPA and accounting firms, we create an annual calendar of filing due dates and coordinate with the entire Account Management team to ensure perfect execution.

Form 5500