Forms assistance at your fingertips.


For many organizations, one of the more overwhelming duties of administering a qualified plan is the governmental form preparation and filing. CBS has a team of experts that focus on the review and preparation of necessary plan forms and will ensure that they are correctly prepared and filed with the IRS and the DOL.

We are ready and able to assist with the preparation of the following form types:

  • Form 5500
  • Form 5500-SF
  • Form 5500-EZ
  • Form 5558
  • Schedule SB – Actuarial report
  • Form 8955-SSA
  • Form 5300
  • Form 5330
  • Form 1099-R preparation
  • Form 945 preparation
  • PBGC Comprehensive Premium Filing
  • Form 990 and 990T

Get in touch with us

We'll review your goals and objectives and see how we can best help you.