The 401k Coach Program offers expert training to develop the skills, systems and processes necessary to excel in the 401(k) industry. The unique learning environment provides industry professionals the opportunity to network and exchange ideas.

The 5500 and Beyond™

Item No:

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.

Go back