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Director of Regulatory Operations and Compliance PCS Retirement
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Director, Strategic Accounts and Channel Development July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Independent Retirement
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Relationship Manager – Defined Contributions Daybright Financial
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EPIC RPS
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Regional Sales Director-Mid Atlantic July Business Services
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Nova 401(k) Associates
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Cautionary Tales for Preapproved Plan DocumentsWilliams Mullen |
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Aug. 23, 2021 On-Demand Podcast |
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On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Claire Pollock, a paralegal with Williams Mullens Employee Benefits & Executive Compensation Practice, who shares what she has learned over the years from working with preapproved or prototype plan documents and managing adoption agreements. She also discusses important dates for plan administrators. |