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Just as you are diligently working on a renewal report and strategic meeting presentations, your client asks you if they need to file a Form 5500, if their POP Plan Document is current, or if they should consider Nondiscrimination testing. All of a sudden, you are thrust into many details needed to set up the process, and you feel like you are going up a creek without a paddle.
Our goal with our latest demystifying webinar is to dig deep to help you grasp the key components of ERISA Compliance and have a frame of reference to conduct due diligence for future client needs. During our one-hour session, you will learn:
- What steps to take while pulling together the information needed for Wrap Plan Documents and Form 5500s (keynote: there is a cross-over) as well as NDT.
- An important timeline and the cycle to follow for these components.
You will also learn the applicable terms and definitions as well as how to recognize the difference between a POP Plan Document and a Wrap Plan Document, what is involved in amending a Plan Document, and when a Form 5500 is needed.
Webinar details:
- Date: February 29th
- Time: 10:30am PST to 11:30 am PST
- Q&A to follow for 15 minutes
Click here to enroll. All attendees will receive a copy of the slides, the recording of the presentation, and a summary of the Q&A asked during the presentation.
Thank you for your interest.
Best regards,
The Ascensus Wrangle Team