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Attention: Employee Group Benefit Insurance Brokers

Avoid Costly Penalties!
Are You Prepared for the Upcoming Form 5500 July Due Date?
Provide a “Full Service Approach” for your Clients with Form 5500 Preparation!

Did you know a Form 5500 is required to be filed with the Department of Labor (DOL) for group employee benefit plans? Many brokers do not and their clients end up finding out when it’s too late. Unfortunately, they could point to you for not informing them.

Attend this clear, content-rich webcast so you are aware. Your clients may not realize they need to submit a Form 5500 filing to report their health and welfare benefits. Come to their rescue by providing this very important information and needed service to them.

During this 60-minute FREE webcast, you will:

  • Learn about Form 5500’s and their requirements.
  • Grow your prospect list by learning how to view filings online.
  • Transform your full service approach by including Form 5500 preparation.
  • Prevent you and your clients from paying late penalties.
  • Reduce preparation fees.
Retain your clients by providing them a “Full-Service Approach”!
You are in the right place if you strive to satisfy your clients’ needs to keep them happy. Are your clients:
  • Exhausted from keeping up with just the everyday tasks?
  • Challenged with so many government requirements?
  • Struggling to keep on top of the frequent reporting changes?

Today, everyone has more on their plate. Continue to be the trusted broker your clients need!

Come to their rescue! Form5500prep.com can provide your clients with high quality, signature ready Form 5500 filings at an industry low cost.

Recent Testimonials:

Thanks Linda, I really enjoyed the webinar yesterday! I learned a lot. I have few clients that file the 5500 form and I will inquire and see where they are in who prepares the filing and let you know who is interested in your services.
– Darlene, Insurance Broker from Illinois

“Great webinar!! It was very informative and I really appreciated it.” I have a few clients that could use your services.
– Barbara, Insurance Broker from California

Sign-Up Today to attend a FREE informative 45 – 55 minute webinar!
We will contact you to choose the day that works best for you.

Enter your name and email address.

  • No Spam Promise: We will never share your information with anyone.

I look forward to connecting with you at one of these webinars so you can continue to be committed to your clients’ needs!

Linda

Linda T. Fisher

Linda T. Fisher 5500 Consulting, LLC (www.Form5500prep.com) are “Stress-Relief Specialists” by taking the stressful and tedious, annual Form 5500 reporting task off your plate to lead and manage the entire process! Linda has 22 years experience working with employee benefits, focusing on Form 5500 filing preparation and training.

Linda serves as an employee benefits compliance resource for clients in a variety of industries that range from Fortune 500 companies to small and medium companies.

She is a member of the Illinois CPA Society and American Society of Pension Professionals and Actuaries (ASPPA). She serves on the ASPPA Reporting and Disclosure Committee and the Schedule C Task Force. Linda continues to serve as a Form 5500 expert to Benefit Plan professionals, including speaking engagements across the country.