Form 5500
Form 5500 Preparation & Filing
Form 5500 reporting is an important part of ERISA compliance for applicable employee benefit plans. StanleyKup Legal & Compliance helps plan sponsors prepare and complete their Form 5500 filing obligations while considering how the filing aligns with the underlying plan documentation.
Our Form 5500 Services
Form 5500 Preparation & Filing
Preparation and filing support based on the applicable plan information and governing plan documents.
Form 5558 Extension Support
When additional time is needed, StanleyKup can assist with preparation of the applicable Form 5558 extension.
Form 5500 + SPD Wrap
For employers that need more than the annual filing, StanleyKup can combine Form 5500 support with a review of the SPD and Plan Document Wrap. We review the documentation against the benefit offering and filing information and, when necessary, amend and restate the Wrap to improve alignment.
Who it is for
Plan sponsors and employers with Form 5500 filing obligations, as well as brokers and advisors helping clients manage those obligations.
The StanleyKup Advantage
StanleyKup Legal & Compliance brings legal insight, compliance expertise, and practical support together under one roof. We help employers, brokers, and service providers navigate complex requirements with clear guidance, responsive support, and solutions designed around how their organizations actually operate. Our approach is hands-on and accessible. No call centers. No unnecessary layers. Just experienced professionals who understand the regulations, the operational realities, and what it takes to keep compliance moving forward. Compliance doesn’t have to be complicated.
Let StanleyKup help you take control.
Book a Meeting
We offer comprehensive compliance solutions, as well as à la carte services to fit your needs. Not sure what you need? Book a complimentary consulting meeting with StanleyKup to help us learn about your business.