When you work in employee benefits, one of the most challenging tasks is knowing when to complete each step to be able to check off a particular mandate on your to-do list. Taking a walk through the employee benefit world can be an endless maze if you don’t have the right tools, calendar, and checklist.
Our upcoming National Webinar, Demystifying the Details Needed to Set Up a Wrap Plan Document, H&W Form 5500 and NDT will provide tools like a two-page audit checklist on reporting and disclosure and a 12-month calendar with other visuals to help guide the process.
For example, as we reach the midpoint of the first quarter, have you accomplished the following?
Tune in to the webinar to see what is needed in the 2nd – 4th quarters.
Register here and tune into our upcoming webinar on February 29th from 10:30 am to 11:30 am PST. All those who attend will receive the recording, a copy of the slides, and a copy of the collected Q&A during the one-hour presentation.