GOVERNMENT REPORTING & PARTICIPANT NOTICES

We prepare signature ready annual governmental reporting forms including:

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• Form 5500-SF (for small plans), OR

• Form 5500 (for plans with 100 participants).  Includes additional required Schedules and Audit assistance, as necessary.

• Form 8955-SSA

• Form 5558

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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:

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• Participant fee disclosure

• Safe Harbor Notice

• QDIA Notice

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We may provide the following forms to report participant distributions, as appropriate:

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• Form 1099-R

• Form 945