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Form 5500 Support Services,[object Object],1,[object Object]
Form 5500 Support,[object Object],High Level Needs,[object Object],Form 5500 preparation has become more complex and plan sponsors must rely on 5500 data for fiduciary oversight regarding fees and expenses. Because of this, service providers must ramp up in the following ways: ,[object Object],Develop functionality to incorporate input from multiple sources,[object Object],Ensure data quality and maintenance,[object Object],Identify all data sources, understand the implications of the information disclosed to participants and validate the quality and reasonableness of this information,[object Object],Determine client requirements and service support needs,[object Object],Educate clients so they are prepared to comply with changes and fulfill their responsibilities. ,[object Object],	These new dynamics place new demands and costs on service providers who are already pressed to achieve and maintain profitability and customer loyalty.  ,[object Object],Enterprise Iron has the expertise, resources, experience and processes to help you: ,[object Object],Meet your legal obligations,[object Object],Choose from outsourcing solutions, process improvement solutions, or supplemental staffing solutions,[object Object],Work with and communicate with your clients to maintain their cooperation and retain their loyalty,[object Object],Ensure that you have access to the most effective, automated, process in place to minimize on-going costs,  and maintain, report on, and retrieve data in a high quality systematic manner,[object Object],Supplement your staff with Enterprise Iron experts to assist in completing immediate deliverables and leverage this experience during long-term improvement efforts. ,[object Object],High Level Benefits,[object Object],2,[object Object]
Service Options,[object Object],Enterprise Iron brings its expertise with multiple recordkeepers in assisting and managing 5500 activities to our suite of services.,[object Object],Outsourcing Services,[object Object],Supplementary Staff,[object Object],Process Improvement Engagements,[object Object],Enterprise Iron offers a full range of outsourcing solutions that range from:,[object Object],[object Object]
Operational outsourcing
Full array of specific processes and services that can be purchased a la carte.You can utilize Enterprise Iron’s expert staff on-site to assist you with:,[object Object],[object Object]
Data clean-up
Platform installations and upgrades
Data warehouse development or integrationEnterprise Iron’s consulting experts can help you improve internal processes and controls to better manage quality and costs:,[object Object],[object Object]
Technology platform improvements
Data management enhancements and integration3,[object Object]
Outsourcing Services,[object Object],Enterprise Iron offers three types of outsourcing designed to fit your unique needs,[object Object],4,[object Object]
Full Service Outsourcing Services,[object Object],Our full-service outsourcing solutions offer you freedom from worry about on-going regulatory reporting requirements, offer you and your clients an expertly prepared  and validated set of regulatory reports and audit support, and offer electronic filing and archival of all documents for future reference.,[object Object],[object Object]
Design and manage customer and internal training
Design, manage, and distribute all customer outputs
Manage customer and auditor call center support
Manage customer website content and archival processesCommunications Support,[object Object],[object Object]
Last year’s certified statements and 5500 reports
Current year transactions and account history
Client demographic data
Separately held assets
Pre-conversion data

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