Trio Seminars
This fall, we are pleased to offer three programs in two days, designed to keep you abreast of the latest developments affecting qualified plans and the procedures and processes to keep your practice running as efficiently as possible.
On the first day, in the morning, we will provide EFAST2: The Future of Form 5500, a half-day program to help you prepare for EFAST 2. In the afternoon, the Plan Forms, Notices, and Amendments: Streamlined, Effective, and Timely will prepare you to use forms, notices, and other material to streamline your practice.
On the second day in most cities, we feature this full-day ERISA Workshop, an opportunity to go in-depth on some of the thorny issues that plague retirement plan practitioners. Choose the programs and location that fit your needs and budget.
For more information, call 800-326-7235, ext. 1100.
