"A great program for holding 401(k) plan advisors accountable toward making progress in this business. They have great material and continue to make it interesting."
~ Ted Benna, "Father of the 401(k) Plan"

The 5500 and Beyond™

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The 5500 & Beyond™ is both a training and marketing tool created to assist you and your staff in understanding both the sales and technical aspects of the 5500 Tax Return. Includes a two-set audio CD and instructional book.

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