5500 Prospecting Solutions

 

The 5500 is an unparalleled resource for finding prospects and identifying issues with their current plan, but is also an ultra-dense and sometimes confusing document. Dive deeper into this topic during our complimentary webinar, hosted by Eric Ryles, Managing Director of FreeERISA.com, who has over 15 years of experience in 5500 data analysis.

Join Eric as he teaches you how to unlock the value of the Form 5500 and walks you through how to do the following:

  • Identifying non-compliant plans
  • Discovering plan investment options
  • Determining if a health plan is self-funded
  • Translating 5500-jargon for plan sponsors

Presented By:

Eric Ryles
Eric Ryles
Vice President of Customer Solutions
ALM Intelligence

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