FREE REVIEW:

Are You Meeting Your Company’s Responsibility of Filing a Complete and Accurate Form 5500?

Check for possible issues with your Form 5500 to avoid costly penalties for your company.

For companies with employee benefit plans including more than 100 eligible participants, an audit is an important requirement and step in satisfying your responsibility of an accurate and complete Form 5500. Employee benefit plan audits have unique and complex reporting requirements that are different from financial reporting requirements. There is no room for error — a third party to the Department of Labor (DOL) will examine your financial statements to gauge the ability of your company’s employee benefit plan to cover current and future benefits and payments.

Ultimately, not meeting the standards can trigger costly penalties. If you have any doubts about your Form 5500 or an upcoming audit, Warren Averett offers a free review of the Form 5500.

Our Basic Form 5500 review will:

  • Assess the consistency of your Form 5500 in conjunction with your plan’s financial statements
  • Identify items on your Form 5500 that may be a triggering point for the DOL


"Happy filing day! THANK YOU for everything you did to make this happen. You don’t know how much I appreciate you!"

– Manager, Retirement Plan

  • Public company
  • Defined contribution and a defined benefit plan
  • 2200-4800 participants

Ready to get started with your review? Fill out the form to receive your free assessment: