If Hausmann Group manages the preparation of your Form 5500, timely submission of your plan schedules is essential to ensure accurate filing and compliance.
What We Need From You
To complete your annual Form 5500, our service team must receive all required schedules and supporting documentation, including (as applicable):
- Participant counts
- Schedule A's
- Confirmation of your Authorized Signer *
*Please take a moment to confirm the authorized signer for your Form 5500 (generally the Plan Administrator or an authorized plan fiduciary). Ensuring the correct signer is designated will help prevent last‑minute delays when the filing is ready for final approval. Additionally, if your authorized signer has changed or if you are unsure who is listed, please notify our service team as soon as possible.
Submitting timely and accurate information:
- Allows efficient preparation of your filing
- Avoids delays or corrections
- Reduces the risk of penalties or amended filings
Submission Timeline
To stay on track for your filing deadline, we recommend submitting all schedules and documents as early as possible and no later than the deadline communicated by your Hausmann Group service team.
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