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Warner Norcross + Judd LLP is a corporate law firm with over 230 attorneys serving clients in nine offices throughout Michigan. Among the largest law firms in Michigan, Warner works in virtually all areas of business law.

Michigan Law Firm - Warner Norcross + Judd LLP

We assisted a non-profit entity that sponsored a 403(b) plan for its employees in terminating the 403(b) plan and establishing a 401(k) plan in its place.
This has required coordinating a Request for Proposal (RFP) process to search for an investment manager. This process included preparing the RFP, communicating with advisor candidates, summarizing responses into a comparison chart, advising the client on the responses, and arranging and participating in finalist meetings.
We worked with the investment manager to help the non-profit entity exit some unfavorable annuity products for the 403(b) and terminate the plan. We then designed a 401(k) plan to take its place and prepared all related documents, including the plan document, summary plan description, trust document, and appropriate entity resolutions.

core/freeform

Senior Paralegal

Karen M. Feinauer

Partner

Jennifer A. Watkins

Employee Benefits

Termination and Replacement of Non-profit 403(b) Plan

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Termination and Replacement of Non-profit 403(b) Plan

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