Sometimes plan sponsors or administrators need legal advice and sometimes they need non-legal professionals to help implement or operate part of their plan. Since employee benefit plans are inherently complex, there are a lot of professionals who may be involved, from actuaries, third-party administrators, and investment advisers to COBRA administrators and insurance consultants.
Lowell understands that hiring the right advisers is a critical decision for a plan sponsor. He draws on his experience to help his clients select the adviser who brings value to participants while mitigating plan sponsor risk. This can involve assisting with the formal selection processes or recommending professionals with a proven record of accomplishment.
Sometimes the correct approach is for the organization’s team of professionals to work together. Lowell enjoys collaborating with other service providers to produce an efficient solution that avoids administrative nightmares.
Tell Lowell about your situation and learn how he can help.