All of our offices will be closed on Wednesday, July 4, 2018
in observance of Independence Day.
Annual Report of Employee Benefits - Form 5500
Form 5500, Annual Report of Employee Benefits Plan, is a disclosure document for plan participants and beneficiaries. It is intended to assure that employee benefit plans are operated and managed in accordance with certain prescribed standards. It also provides participants and beneficiaries, as well as regulators, access to sufficient information to protect the rights and benefits of participants and beneficiaries under employee benefit plans. 

The annual filing of Form 5500 is required by the IRS and ERISA (Employee Retirement Income Security Act of 1974) for all active employee benefit plans and is due the last day of the seventh calendar month after the end of the plan. Which means, if your plan year end is December 31, 2017 the return is due July 31, 2018. 

Contact us today if you need clarification or assistance with filing your Form 5500 at
Department of Labor rules and regulations require a financial statement audit to accompany annual Form 5500 filings for "Large Plans", determined based on the number of eligible participants.

If your employee benefit plan has, or is approaching, 100 eligible participants, contact Jason Mayausky at (585) 410-6733 ext. 144 or to learn more and determine whether your plan requires an audit.
Making The Most Of Medicare - Seminar
We hope that you will join us for one of our most popular seminars of the year, Making The Most of Medicare.

In this seminar key Medicare enrollment concepts will be addressed including;
> Reimbursement Levels,
> Supplemental Coverage,
> Annual Coverage Updates - based on changes in your
health status.

Whether you are just approaching 65, or you are already enrolled in Medicare, this seminar is for you!

You are also encouraged to share this invitation with friends &/or family members you feel would benefit from attending this complimentary seminar.

Please RSVP by July 18, 2018 to Andrea True at (585) 410-6733 ext. 103, or by clicking here .
JP Morgan Corporate Challenge
On May 22, 2018, a team from Allied Financial Partners was proud to join the over 8,000 participants for the the JP Morgan Corporate Challenge. Held in and around Frontier Field, the 2018 event benefitted Veterans Outreach Center.
Look who found us out on the course - our friend Penny from the Honeoye office!!
HR Featured Video:
Steps for Successful Employee Communication
We'd like to hear from you!
The thumbs up corner of our semi-annual newsletter highlights our clients' achievements. If you have any news that you would like us to feature, please email Andrea True at .
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Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA / SIPC , Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Cambridge does not provide tax services. Accounting, Payroll, Fixed & Health Insurance, and HR Services are offered through Allied Financial Partners. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, IL, NC, NH, NY, PA, TN, VA and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge and Allied Financial Partners are not affiliated.