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§412(e)(3) and §412(i) Defined Benefit
Pension Plans §412(e)(3) and §412(i) Defined Benefit Pension Plan Litigation
Are you searching for an Advisor
to address §412(e)(3) or §412(i) Defined Benefit Pension Plan matters? Are you searching for an Expert Witness
to address §412(e)(3) or §412(i) Defined Benefit Pension Plan Litigation matters? Mary Rae
Fouts, EA, CFP® brings impeccable professional credentials and twenty-two years of extensive financial
services experience to her clients. She has Expert Witness experience in federal courts, state
courts, and arbitration venues throughout the United States. Mary is available for travel to all client locations, litigation
venues, and arbitration venues. Just in case you
are wondering, §412(i) Defined Benefit Pension Plans and §412(e)(3) Defined Benefit Pension Plans are the same pension
plans. The 1000 page Pension Protection Act of 2006 recodified the defined benefit pension plans contained
in Internal Revenue Code section 412(i) as Internal Revenue Code section 412(e)(3). This change became effective
for plan years beginning in 2008.
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Advisory Services Mary's §412(e)(3)
and §412(i) Defined Benefit Pension Plan Advisory Services include analysis, recommendations, and reports for matters involving §412(e)(3) and §412(i)
Defined Benefit Pension Plan: Life Insurance Policies Annuity Contracts Insurance Product Suitability Plan Suitability Plan Illustrations Plan Documents Plan Administration Compliance Issues - ERISA Matters
Business Planning and Financial Planning Issues Plan Termination Insurance Company Customer Service and Correspondence Issues
Mary also provides taxpayer representation for IRS and State Taxing
Authority Audits involving §412(e)(3) and §412(i) Defined Benefit Pension Plan matters. Expert Witness Services
and Litigation Matters Mary's
Expert Witness Services for §412(e)(3) and §412(i) Defined Benefit Pension Plan Litigation
address the following matters: Life Insurance Policies Annuity Contracts Insurance Product Suitability Plan Suitability The Roles and Responsibilities of the Various Parties Involved in §412(e)(3) and §412(i)
Defined Benefit Pension Plan Matters Tax Issues ERISA Matters Standard of Care Industry Standards Fiduciary Duties Plan Administration Issues Compliance Issues Insurance Company Customer Service and Policy Owner Service Plan Illustrations Plan Documents Plan Participant Issues Business Planning
and Financial Planning Issues Plan Termination
To learn more about Mary's Expert Witness Services, please visit
Expert Witness Services. To request Mary's Curriculum Vitae, Rate Sheet with Standard Terms and Conditions, and
Overview of Mary's Expert Services Designated Cases and Testimony, please contact Mary at (925) 979-9972.
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Titus watches a squirrel while catching
some morning sun.
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For More Information Mary welcomes your call at (925) 979-9972.
She looks forward to discussing your concerns and Fouts Financial Group services.
Fouts
Financial Group . Mary Rae Fouts, EA, CFP® . 1547 Palos Verdes
Mall #407 . Walnut Creek, California 94597
Telephone (925) 979-9972 . Facsimile
(925) 979-9970 . mary@foutsfinancialgroup.com . CA Insurance License 0C24544
©
2003-2010 Mary Rae Fouts, EA, CFP®. All rights reserved. Thanks for stopping by!
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