Blog
October 7, 2025
Your 5500 Form Filing Made Quicker and Streamlined
As Q4 begins, Benefit Equity, a Strongpoint Partner, is helping clients who filed an extension finalize their Form 5500 with accuracy and confidence by October 15. While we don't file the form directly, we ensure every detail is ready for submission—so your team can file with peace of mind. Our detailed and thorough process includes reviewing plan data, verifying participant counts, and confirming compliance benchmarks.
But our support doesn't stop there. We're already working with clients to assess plan performance, identify opportunities for improvement, and lay the groundwork for a successful year ahead. With Benefit Equity, you're not just closing out the year—you're setting the stage for smart planning in 2026, to stay in compliance with state and federal guidelines.
Contact our retirement plan consultants to get a jump on Form 5550 planning for next year and to get one more thing off your mind:
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Call us on 714-480-1364.
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Learn more about our retirement plan compliance services by clicking here.