Snyder Insurance Agency understands that your time is valuable and that other HR issues may be more pressing than certain administrative responsibilities like Form 5500 preparation. That’s why we offer you an alternative with our internal preparation service – working with our ERISA compliance partner (ABV Welfare Plan Advisors), we have a systematic method for Form 5500 preparation that ensures forms are filed timely, accurately and inexpensively. We will save you time and usually expense (compared to accounting firm costs) and you’ll experience a clear advantage to having an expert benefit consultant who knows the right questions to ask and who works with the DOL regularly.

Now that the DOL requires that all filings be filed electronically, this service provides an efficient and accurate way to transmit returns. Outsourcing the collection of Schedule A's, form completion and electronic reviews eliminates errors, delays and inefficient use of staff time.

Follow this link to visualize the process and then contact CLindquist@snyder-ins.com to elect this automated annual service.

Click on the form to print your copy.