Transcription of The Perils of PERA: Putting 401(k) PERAs and ERISA …
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The Perils of PERA: Putting 401(k) PERAs and ERISA …
Mark E. Bokert is chair of the Benefits & compensation Practice Group of Davis & Gilbert LLP. His practice encompasses nearly all aspects of execu-tive compensation and employee benefits, including matters related to equity plans, deferred compensation plans, phantom equity plans, quali-fied retirement plans, and welfare plans. Mr. Bokert may be contacted at Alan Hahn is a partner in the Benefits & compensation Practice Group of Davis & Gilbert LLP. His practice is devoted to advising clients of all sizes, including in the design and implementation of a wide variety of creative, unique, and tax-effective employee benefit plans and programs. Mr. Hahn may be contacted at The authors wish to thank Davis & Gilbert LLP associate Elizabeth Flanders for her assis-tance in the preparation of this Perils of PERA: Putting 401(k) PERAs and ERISA Budget Accounts under the Fiduciary MicroscopeMark E.
Employee Benefits services performed by the TPA. The portion of the revenue that is shared with the TPA (i.e., the revenue sharing) must be taken into account when the plan fiduciaries determine whether the TPA’s compensation
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