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Employee Benefit News: Participant count common trip-up with Form 5500



After five years of experience leading a TPA call center in North Carolina, Andrew decided to move west to explore parts unknown and follow his passion of helping others. Walking through the doors of Ubiquity Retirement + Savings, formerly The Online 401(k) for the first time, he knew he’d found something special. Continuing to delight clients and partners alike and 10 years later, Andrew has been able to develop new teams, co-found a non-profit of strategic alliances, co-produce a hard-hitting documentary about the looming retirement crisis, and still had time to spread the savings gospel far and wide. Using social media and actual media alike (Wall Street Journal, Fox Business, PlanSponsor, and more), you’ll find no one who likes talking retirement more than this guy!


July 28, 2014 at 10:03 am


For plan sponsors, the deadline to submit Form 5500s is around the corner. Mistakes can happen; educating yourself to ensure you are prepared for submission can help make the process more seamless. But do you know the multiplicity of ways the data collected from Form 5500s is used?

Andrew Meadows, Consumer + Brand Ambassador for The Online 401(k), sits down with Andrea Davis at Employee Benefit News to discuss how the information is used, including a video describing the various ways Form 5500s ensure your retirement plan is being managed and operating correctly.

Read the full article here!