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Expert Services

  • The Millennium Plan
  • SADI Trust
  • Beta Plan
  • Hartford
  • PAC Life
  • Niche
  • Benistar
  • The Grist Mill Trust
  • Compass Welfare Benefit Plan
  • Sea Nine VEBA
  • CJA and Associates
  • Bisys
  • Professional Benefits Trust (PBT)
  • Advantage – Sterling –
  • Cresp Heritage Plan
  • Indianapolis Life Piedmont
  • And litigation involving other similar 412i Retirement plans​ and 419 Welfare Benefit plans