PENTalk™- Avoiding Pitfalls in 5500 Filings
Form 5500 season can be one of the most high-risk and high-opportunity times of the year for retirement plan advisors. Even small errors can lead to costly penalties, delays, and unnecessary scrutiny, but with the right processes in place, filing season can also become a powerful touchpoint to reinforce your value to clients.
This webinar is designed to cover the most common filing mistakes, explain their potential consequences, and share practical strategies to help you streamline the process. You’ll gain actionable insights on gathering accurate plan data, reviewing service provider inputs with confidence, and more.