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Representation: Fixing Complex Retirement Plan Issues
Haynes and Boone Team: Wetzel, Susan A.
Services: Employee Benefits and Executive Compensation, Retirement Plan Design and Counseling
Description: Represented public and non-public clients before the Internal Revenue Service in correcting qualification issues in a number of qualified retirement plans under the Employee Plans Compliance Resolution System. Represented clients before the Internal Revenue Service to correct violations in 401(k), defined benefit and other qualified retirement plans, and 403(b) plans. Obtained private letter rulings resolving difficult defined benefit plan issues.