Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Retirement Plan Legal Specialist Pentegra |
Pentegra |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Retirement Plan Documents Specialist Loren D. Stark Company |
Compass Retirement Consulting Group, Inc. |
Retirement, LLC |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Trucker Huss, A Professional Corporation |
Retirement, LLC |
Bates & Company |
Carpenter Morse Group |
Retirement Plan Relationship Manager ERISA Services, Inc. |
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Ethical Considerations for Employee Benefits Attorneys (PDF) Utz & Lattan, LLC ![]() May 27, 2015 146-page text outline of presentation to the Employee Benefits Institute Workshop, University of Missouri-Kansas City School of Law. Topics include: [1] Who is the client? [2] Representing entities; [3] Representing multiple parties; [4] Attorney-client privilege; [5] Work product doctrine; [6] Handling settlement proceeds subject to subrogation claim; [7] Plan participants' ability to sue law firm for legal malpractice; [8] Law firm as fiduciary of client's plan; [9] Multijurisdictional Practice; and [10] Circular 230 Revisions. |
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