The Problem

The surge in workload as the July 31 deadline for Form 5500 filing draws closer can often prove overwhelming for plan administrators.

  • A major seasonal spike in workload with tight deadlines
  • Significant penalties and fines apply in case of delays or errors
  • Delays and errors can also result in a poor customer experience (CX) for sponsors
  • Temporarily scaling up the workforce is challenging, but failing to do so overburdens administrators

How Can Congruent Help?

Experience & Expertise

Our team brings you the benefit of extensive experience in Form 5500 preparation over two decades. We work as an extension of your internal team, making Congruent is your ideal trusted partner for Form 5500 preparation.

Comprehensive Solution

We support you at every stage of the Form 5500 preparation process including data collection, verification, and reporting, ensuring compliance with regulatory requirements.

Efficiency & Quality

Congruent follows a process-based approach that delivers reliably error-free Form 5500 preparation, minimizes compliance issues, and consistently meets filing deadlines.

Seamless Kick-off

With our team experienced and well-trained on Form 5500 preparation and also well-versed in popular recordkeeping systems like ASC, Relius, and Schwab RT, we’re equipped to hit the ground running to help you meet the tight deadlines for Form 5500 preparation.

Why Choose Congruent?


As retirement industry specialists, we delve into the intricacies of Form 5500 preparation and filing in a way that few others can match.


With our flexible solutions that help you manage the seasonal workload of Form 5500 preparation, you save on retaining full-time employees for the whole year and on hiring and training part-time employees when your workload spikes.


With 20 years in the retirement industry, Congruent has built a track record of precision and attention to detail, giving you peace of mind that your Form 5500 preparation is in capable hands.

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