New York City District Council of Carpenters Benefit Funds
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Retirement Planners and Administrators (RPA)
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Fringe Benefit Group
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Great Lakes Pension Associates, Inc.
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Pollard & Associates
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Retirement Solutions Specialists
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Defined Contribution Account Manager Nova 401(k) Associates
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Greenline Wealth Management
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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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