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Merging of Pension Plan into 401(K) and Converting onto Fidelity Platform

Connecticut-based Member-owned Risk Retention Group

Representation of client that is a Connecticut-based member-owned risk retention group providing property and casualty insurance for public housing authorities located throughout United States. Pension counsel for many years; in 2004, merged old money purchase pension plan into 401(k) plan and assisted in converting 401(k) plan onto Fidelity Investments 401(k) platform; recently drafted deferred compensation agreements, (SERP and split-dollar life insurance) covering President and CEO.
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