Insurance Provider Updates, Maintains Retirement Plan

United States - Minnesota

As benefit counsel to an insurance provider, Faegre Baker Daniels advises and makes amendments to the client's retirement plan, which includes traditional and cash balance formulas. FaegreBD 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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