Insurance Provider Updates, Maintains Retirement Plan

North America - United States | North America | United States - Minnesota

As benefit counsel to an insurance provider, our firm advises and makes amendments to the client's retirement plan, which includes traditional and cash balance formulas. Our firm also manages the annual updates to over 20 employee communication documents within the client's timeline.

In addition to the ongoing counsel on the retirement plan, the firm also advised the insurance company's Investment Committee regarding fiduciary duties in selection of an investment advisory services vendor.

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