5500 Preparation and Filing Resource
I was looking for recommendations to outsource completion of annual 5500 and preparation of the SAR. Who do you folks use?
5 replies
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Typically your health insurance broker will handle that for you.
Internally, we do it for free as a service to our larger clients.
If you use a TPA, then they should be able to help you file as well.
If you would like a third party referral or have any other questions, send me an email, rmount@langgroup.com
I attached two documents to help you if you wanted to try and do them in house.
Hope that helps!
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Patricia, We use Wrangle for our clients. They do a great job. If you need a contact, let me know. Ted.Zalla@usi.com
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For our 5500 for 401k we use a TPA - TSC located in MN they have a relationship with our 401k vendor.
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We've had good experience with EBC and Benefit Advantage. Both get the filings ready, and can help with ERISA Wrap docs and other stuff like that. Mostly, what I like about them, is they are very helpful during the process.
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We can actually handle not only the prep & filing of the 5500 but take over as the fiduciary as well as help implement and manage the program.
Would love to chat if you are interested