EFAST2: The Future of Form 5500

On the first day, in the morning, we will provide this EFAST2: The Future of Form 5500 workshop, a half-day program 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 thefull-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.

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        October                              November                          December

1 Seattle                San Francisco                1 Sacramento








6 Cinncinati
9 Knoxville
3 Dallas
Denver    12 Charlotte   3 New York
Minneapolis    12  Chicago   8 Houston
20 Washington    12 Detroit   9 Kansas City








22  Boston
18 Appleton
9 St. Louis








22 Des Moines
18 Syracuse










22 Philadelphia













27 Orange County













29 Atlanta













29 Bloomington