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5500 Under the Hood: How to Use 5500 Warnings and Plan Features to Build and Maintain Your Practice

ERISApedia.com

June 9, 2021
Recorded Online
Webcast

Presented by: Timothy M. McCutcheon, J.D., CPA, MBA

The IRS/DOL Form 5500 offers an abundance of information on qualified retirement and welfare plans. The problem for Financial Advisors is finding the right information that will help them win and keep clients. This webcast will take a deep dive into the Form 5500 warnings and plan features that are most relevant for an advisor to demonstrate his/her value-add to current and prospective clients. The webcast will also offer insight into how to properly present this information (both good and bad) to the plan sponsor.

If you are a financial advisor, please join us for this 50-minute webcast that offers one hour CE credit for NAPA. NO CREDIT FOR NIPA OR ASPPA.

Slides (3 per page) | Slides (2 per page)

More Information, How to Register

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