skip to Main Content
CALL NOW! 346.387.7173 (281) 238.5782

Our professionals have decades of experience preparing Forms 5500, Annual Return/Report of Employee Benefit Plan (Form 5500).  These reports are the most important informational returns filed on behalf of employee benefits plans, because the content can easily subject the employee benefit arrangement to costly regulatory examination and have evidentiary value in participant disputes.  Trest works directly with the service providers to the plan to obtain the information necessary to prepare the Form 5500 and all of the applicable schedules. We also conduct brief interviews with internal employee benefits professionals to discuss the approach to reporting and to confirm the accuracy of information to be included in the Form 5500 filing.  Our professionals assist the appropriate personnel and providers in the completion of detailed worksheets that we prepare in order to elicit the required information.

The decision to report certain transactions and other information on Form 5500 may require that a legal conclusion be reached. Trest’s experienced employee benefits lawyers will make the required legal judgments, with the client’s informed consent and agree upon an approach to reporting.  We also assist employers with delinquent filings through the amnesty program, and perform the legal work necessary to permit consolidated filings. Our professionals amend filings and address issues raised by regulatory authorities in connection with the submissions. The flat fee for Form 5500 preparation includes as much follow-up as required until the DOL and IRS accept the filing as validly filed.

COBRA Administration

When you choose COBRA compliance via our comprehensive and efficient administration service you enjoy considerable cost savings over administering COBRA in-house. We use highly sophisticated and reliable software that tracks COBRA continuation coverage eligibility.

FSA/DCAP Administration

We take the administrative burden out of offering a reimbursement program. We manage all aspects of administration and work closely with employers to ensure complete satisfaction, including seamless implementation, accurate ongoing administration, and dependable compliance.

Retiree Support and Billing

As baby boomers age, retiree numbers climb. It’s a challenge to help this influx of retirees deal with rising healthcare costs. Our retiree billing truly complements your overall healthcare benefits strategy. This employee benefits administration service ensures accuracy and timeliness while reducing demands on your Human Resources staff.

Nondiscrimination Testing

Trest has years of employee benefits experience supported by industry, governmental, and compliance experts. We take the guesswork out of these tests and help ensure compliance of your various employee benefits plans.

QDRO Administration

We administer QDROs from start to finish and ensure that all Order comply with the provisions of the plan and applicable law, and are capable of administration.The employer virtually has no role in the process, which is highly desirable.

ERISA Compliance

Trest ensures that your plan complies with ERISA’s ever changing requirements in order to avoid costly audits and litigation. Trest manages all necessary documents, forms, and record keeping.

HIPAA Compliance

Trrest’s HIPAA Compliance service removes employee burden to research need and create documents. We provide the various required documents, and our pre-recorded presentations help outline responsibilities for staff.