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.

Contact Us

Email Laurie Dalton.