Expertise
- The Millennium Plan
- The Beta Plan – Hartford – PAC Life
- Niche -Life Insurance Companies
- Compass Welfare Benefit Plan
- Sea Nine VEBA – Bisys
- Professional Benefits Trust (PBT)
- Advantage – Sterling – Cresp
- Heritage Plan – Indianpolis Life Penmont – and
litigation involving other similar 412i Plans - Retirement plans
- 419 Welfare Benefit plans