Laurie L. Dalton

Partner and Director of Retirement Plan Administration Division

Practice Areas/Expertise

• Qualified Pension Administrator
• Qualified 401(k) Administrator
• Retirement and Pension Plan Services, including:
  • Retirement plan design and consulting
  • Retirement plan administration
  • Trust accounting/reconciliation
  • New plan installation/plan termination

Special Interests/Projects

Laurie helps clients with IRS voluntary correction programs, compliance resolution and closing agreement submissions. She also designs plans utilizing prototype, volume submitter and individually designed plan documents.