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Experience

Pension and Employee Benefits Counsel for Fortune 100 Health Insurer

Publicly-traded Health Benefits Company

Serve as outside employee benefits counsel for over a decade to a Fortune 100 leading provider of health benefits. One notable project involved redesign of future pension benefits and restatement of the company’s defined benefit cash balance plan to reflect, among other design changes, a cash balance formula. Also regularly counsel the company with respect to its 401(k) plan, VEBAs, severance plan and required filings (Forms 990 and 5500).
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