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UpSwing Compliance and Technology Solutions: Effortless Form 5500 and Summary Annual Report Filing

UpSwing’s Form 5500 preparation service offers a comprehensive, automated solution that ensures timely, accurate, and compliant filings. With added features like Summary Annual Report preparation, our platform simplifies your filing process and protects your business from potential penalties.

Key Features & Benefits:

Summary Annual Report Preparation: Alongside Form 5500, we prepare your Summary Annual Report (SAR), ensuring compliance and readiness for participant distribution.
Real-Time Compliance Updates: Our system ensures all filings are up-to-date with current Department of Labor (DOL) and IRS regulations, helping you stay compliant without added effort.
E-Signature and E-Filing: Submit forms securely and efficiently using our integrated e-signature and direct e-filing with the DOL’s EFAST2 system.
Data Carryforward: Automatically transfer data from previous years, reducing manual work and maintaining consistency.
Hold Harmless Guarantee: Our hold harmless guarantee protects you from penalties or errors, offering complete peace of mind.
Comprehensive Audit Support: Should an audit arise, we provide detailed documentation and full support throughout the process.
UpSwing’s Form 5500 and Summary Annual Report filing service simplifies compliance, ensures accuracy, and provides the protection you need to focus on growing your business.