Forms 5500 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 plan sponsor and the service providers 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. It is important to note, the decision to report certain transactions and other information on Form 5500 may require that a legal conclusion be reached.