Compass
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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When To Hire An ERISA/Employee Benefits Attorney
Jeff Robertson, Bullivant Houser Bailey, P.C. via 401kHelpCenter.com Nov. 19, 2002 Excerpt: [Q]ualified retirement plan issues which companies should consider involving an experienced ERISA attorney are: Merging an existing Money Purchase Plan with an existing 401(k) Plan or Profit Sharing Plan ...; EGTRRA Compliance and Planning; Determining Fiduciary Liability Issues; Sarbanes-Oxley Act planning for blackout periods, company stock and audit oversight; Providing Investment Advice to Participants; 401(k) Plan Fees; and Withdrawal liability from multi-employer pension plans. |
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