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Form 5500 Preparer Training

Form 5500 Preparer Training

Form 5500 Preparer Training

For Insurance Brokers, TPA’s and In-House Plan Sponsor Preparers

For Insurance Brokers, TPA’s and In-House Plan Sponsor Preparers

For Insurance Brokers, TPA’s and In-House Plan Sponsor Preparers

We have many years of experience to train your Form 5500 preparers!

We utilize a variety of effective training tools and methods that have been proven to be successful.

Take this very important, yet time-consuming, task off your plate! We will focus the training to your specific needs. Training sessions include:

Line-by-Line review of each schedule,
Coordination requirements across specific schedules,
Health & Welfare benefits reporting – common errors,
Schedule C deep dive,
Schedule H coordination with financial statements and audit notes,
Recent DOL and IRS Updates, and
Form 8955-SSA, how to approach and importance.

What do our customers say?

What do our customers say?

What do our customers say?

“I really appreciate the wonderful job you did for our clients. You are so easy to work with and made this a very painless process.”

- Insurance Broker, Ohio

“Linda did an excellent job of going through all of the reporting requirements and is very knowledgeable. I feel more comfortable now and have the resources to find answers to my questions. Excellent job!”

“Linda did an excellent job of going through all of the reporting requirements and is very knowledgeable. I feel more comfortable now and have the resources to find answers to my questions. Excellent job!”

- Financial Reporting Supervisor, Bismarck, North Dakota

“Thank you very much for your expertise, diligence, and professionalism in seeing that our filing was completed properly and submitted in a timely manner.”

“Thank you very much for your expertise, diligence, and professionalism in seeing that our filing was completed properly and submitted in a timely manner.”

- Senior Center HR Manager, California