Ensure the Welfare Benefit Plans remain compliant and well-managed with our expert 5500 filing and comprehensive support services.
We offer a full suite of solutions to meet your needs for Welfare Plans 5500 filings and other miscellaneous compliance and regulatory services. Partner with us for seamless administration, peace of mind and dedicated support in every step of the way.
Prepare all required regulatory reports, ensuring compliance with ERISA, IRS, and other applicable laws.
Form 5500 Generation:
XML Submission: Use the prepared XML file to generate Form 5500, including all necessary schedules.
Review & Validation: Conduct a thorough review and validation of the generated Form 5500.
Deposit Tracking: Review the timeline of employee contributions to identify any late deposits.
Accessing the Tool: Access the EBSA calculator tool available on the DOL website.
Data Entry: Enter the necessary data, including the amount of the late deposit, the original due date, and the actual deposit date.
Earnings Calculation: Compute lost earnings based on the interest rates provided to ensure ongoing accuracy and compliance.
All prepared Form 5500 and SAR submissions meets IRS and DOL requirements.
Detailed analysis of Form 5500 data and SAR offers actionable insights for optimizing compliance & disclosure requirements.
Finbuzz Financial Services offers a comprehensive suite of support services specifically tailored for US Defined Contribution Plan Third Party Administrators.
These services are crafted to streamline administrative and compliance processes, utilizing specialized expertise and an efficient outsourcing model.