758 W Fulton | Grand Rapids, MI 49504 | 616.774.9290 | 800.973.401k

Government Reporting

Timely and accurate reporting is essential to maintain the tax-qualified status of your plan and avoid penalties. As your third party administrator, IBS will ensure your plan fulfills reporting deadlines and government filings by providing the following:

  • Preparation of IRS Form 5500 and related schedules
  • Preparation of Summary Annual Report
  • 1099-R reporting