Information about Form 5500 filings, plan data searches, and retirement plan fee analysis.
6 articles
Form 5500 API Access boosts rollover reviews with fast, audit-ready data. Simple Advisor Tools streamlines compliance, slashing manual hours, errors, and risk.
Automated Form 5500 Data Processing slashes rollover review time to minutes, delivering audit-ready, compliant reports that rapidly boost advisor efficiency.
Use Form 5500 data in your CRM to boost rollover compliance. Advisors save time with audit-ready reports, accurate fee comparisons, and reliable documentation.
When a clean fee disclosure is missing, Form 5500 data enables a DOL-compliant rollover analysis with robust documentation and efficient due diligence.
The blog explains how fiduciary advisors can use Form 5500 data to benchmark 401(k) fees in compliance with PTE 2020-02 requirements. It outlines a step-by-step process for comparing fees, services, and investment options to generate audit-ready, defensible rollover recommendations that reduce compl
Navigating retirement plan rollovers has always required rigorous documentation and an up-to-date understanding of regulatory trends. As we enter 2025, recent changes to Form 5500 reporting bring a new level of detail and responsibility for those of us who facilitate rollover analyses.
Put your knowledge into practice with our PTE 2020-02 compliant rollover analysis tool. 2 free reports included — no credit card required.
Get 2 Free Reports