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How Form 5500 Compliance Enhances Prospecting and Strengthens Client Relationships

April 8, 2021  |  By: Derek Ashton
Form 5500  |  Running Your Business  |  Professional Development  |  Client Relationships

This one-hour webinar demonstrates proven approaches for using Form 5500 as a business builder. Annual Form 5500 reporting provides an accessible public record that greatly enhances prospecting for new large-group business while building stronger relationships with existing clients. Vigorous Department of Labor enforcement and potentially huge penalties create an ideal opportunity for identifying and approaching at-risk prospects.



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