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(Video) Collective Investment Trusts as Retirement Plan Investment Options: Important Tax and ERISA Considerations

April 18, 2016

Nexsen Pruet tax and employee benefits attorney Sue Odom says retirement plan fees and expenses have been the “hot topic” for the past several years. We’ve seen increased regulation through disclosure requirements and increased litigation.

As a result, employers and investment advisors alike are looking at alternatives. Collective investment trusts have grown in popularity, but there are important tax and ERISA issues to consider.

Suzanne G. Odom works with virtually all types of employer-sponsored retirement and welfare benefit plans, including pension, profit sharing, 401(k), 403(b), and 457(b) plans, ESOPs, and health, accident, disability, Section 125, flexible spending, and other welfare plans.  Her clients include large and small for-profit companies across all industry sectors, non-profit corporations, and governmental entities.

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