TBC Information Network

Teal, Becker & Chiaramonte offering valuable insights, impressions and commentary on today's financial and business world.

Annual Compliance Filing

The U.S. Department of Labor and the Internal Revenue Service have specific requirements for retirement plans to remain qualified including annual testing for non-discrimination and filing of annual reports with the Employee Benefit Security Administration. TBC is committed to filing your Form 5500 and other necessary forms in a timely fashion. We provide full service third party administration services to all types of retirement plans and as such, it is our goal to work with the employer to make sure the plan is kept in compliance and provide the annual services necessary to do that. These services include, but are not limited to, contribution calculations, annual testing, required notices, and DOL/IRS annual reporting.

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