Fully compliant, fileable forms for form 5500
Ensure compliance and efficiency in preparing employee benefit plan returns.
Ensure compliance and efficiency
This powerful system supports a wide range of employee benefit plan filings, ensuring your staff can be more productive and accurate.
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Compliant returnsProduces fully compliant fileable returns with Department of Labor requirements.
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Electronic filingFully supports electronic filing of 5500EZ, 5500-SF, and 8955-SSA, including PDF attachments, integrated with the DOL EFAST2 system.
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Summary annual reportsPrepares Summary Annual Reports for Form 5500.
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Government schedulesPrepares any combination of government schedules for each plan within a return.
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Comprehensive and accurate
With the complexity at the federal, state, and local levels, and even at the international level, it's necessary to have a product that reacts in real-time to all the various changes in the tax code… The fact that CCH is keeping up with it and building it out in software so that somebody doesn't have to is quite favorable for us.