Form 5500 Connect Inc. has been assisting clients with 5500 filings since 1992, founded by Robert Moe, CPA. Many of our team members have supported working with Form 5500 Connect, Inc. since inception, fostering a family-oriented approach dedicated to providing a seamless filing experience.
Our mission is to provide top-tier service by ensuring that each client receives personalized attention and seamless support throughout the filing process. We believe that direct and clear communication is essential to our success. We offer access to a secure and user-friendly private portal. This platform allows brokers to conveniently track the status of their filings, view important documentation, and stay informed about deadlines and compliance requirements. Regardless of a company's size or the complexity of its filing requirements, we are committed to delivering the same high level of care and professionalism to all. We take a client-first approach, ensuring that every interaction is met with efficiency, accuracy, and a focus on compliance.
Education is the foundation of our success, empowering brokers with a deep understanding of 5500 Health & Welfare regulations so they can confidently guide their clients through the compliance process. Our commitment to education not only strengthens broker/client relationships but also ensures long-term compliance and peace of mind.