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Defined Benefit Trust Agreement Reviewed defined benefit plan trust agreement and negotiated changes with bank trustee on behalf of hospital employer.
Self-Insured Group Health Plan Counseled a hospital employer on establishing a self-insured group health plan, including reviewing third-party administrative services agreement and summary plan...
Transition of Vendor for Multiple Retirement Plans Assisted large hospital group with transition of vendor for multiple retirement plans (including two 401(k) plans, a 403(b) plan, and a 457(b) plan). Reviewed several...