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Group RHI (TX / Telecommute) |
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Actuarial Systems Corporation (Sylmar CA / Telecommute) |
Retirement Plan Sales Territory Manager
Loren D. Stark Company (Irving TX / Telecommute) |
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Client Relationship Manager
Loren D. Stark Company (Houston TX / Telecommute) |
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Plan Document Support Specialist
Actuarial Systems Corporation (Sylmar CA / Telecommute) |
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Defined Benefits Combo Cash Balance Consultant
Loren D. Stark Company (Houston TX / Telecommute) |
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San Diego Pension Consultants (San Diego CA) |
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Prosperity Advisors, LLC and SS&G Wealth Management (Akron OH) |
Apprentice - Financial Services and Employee Benefits
Columbia Benefits, LLC (Englewood CO) |
DC 401(k) Plan Administrator
Gelman Pension Consulting, Inc. (New York NY) |
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Form 5500 Reporting UpdateLorman Education Services |
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Oct. 2, 2017 Recorded Online Webcast |
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1:00 - 2:30 pm EST Navigating the maze of changes with Form 5500 can leave you lost and helpless without all the important must know information. Employers who offer an employee benefit plan must file an annual report regarding the plan's financial condition, investments and operations, unless specifically exempt by law. Filing the Form 5500 will satisfy this requirement. Learn when you need to file a Form 5500 and what you need to file. The topic will also focus on some recent changes that may impact your filings. Learning Objectives
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