GOVERNMENT REPORTING & PARTICIPANT NOTICES
We prepare signature ready annual governmental reporting forms including:
Form 5500-SF (for small plans), OR
Form 5500 (for plans with 100 participants). Includes additional required Schedules and Audit assistance, as necessary.
We also prepare the Summary Annual Report for distribution to plan participants.
Annually, we assist with the plan’s required participant notices, which may include:
Participant fee disclosure
Safe Harbor Notice
We may provide the following forms to report participant distributions, as appropriate: