• ASPPA Webcast: Form 5500 Preparation

    Virtual

    Maria T. Hurd, CPA, RPA will be presenting an ASPPA Webcast: Form 5500 Preparation  June 22, 2026 2:00 PM – 2:50 PM EST Maria T. Hurd provides an overview of 2026 Form 5500 updates, common filing mistakes, and best practices for accurately preparing defined contribution plan filings and avoiding compliance issues.

  • Beyond the Basics: 2026 Form 5500 Insights

    Virutal

    Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present Beyond the Basics: 2026 Form 5500 Insights Date:    Tuesday, July 28, 2026 Time:    1:00pm ET Topic:   Beyond the Basics: 2026 Form 5500 Insights LEARN MORE HERE