Do you have a client who got caught not filing a 5500 and needs relief?

The AleraEdge team uses a paid vendor to give your clients the relief they need when filing a 5500. We chose to use this vendor over the DOL eFast system because it has stronger validation.

The 5500-filing service includes creating and providing the report along with a summary report.
Account management can review the filing before it is sent, or the team can just file it to get that annual checkmark!
The AleraEdge team has been doing 5500s for the past 20 years with a dedicated team.

Interested in learning more about this service? Contact Us by submitting your information and questions/comments.

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