Butterfield Schechter Receives Ranking in 2017 Edition of "Best Law Firms" by U.S. News ESOPmarketplace.com is pleased to congratulate Butterfield Schechter LLP on receiving a San Diego Tier 1 ranking in the 2017 Edition of U.S. News – Best Lawyers “Best Law Firms” in...
Wendy Lankes is a principal for the firm of R.K. Schaaf Associates, Inc., and also serves as its Vice President. As a qualified plan consultant, she has been actively involved in the retirement benefits industry since 1985. ...
Merri Ash is vice president of First Bankers Trust Services. Merri has more than 34 years experience in employee benefits services. Her past work experience includes work as a senior trust officer with SunTrust Bank, employee benefits consultant with Wyatt Company,...
Marilyn Marchetti is involved with: Evaluating ESOP transactions independently Accepting employer contributions and collecting income on plan assets Completing participant distributions and providing all the required tax reporting documents to retirees and terminated...
I focus on qualified retirement plans (e.g., 401(k), ESOPs, profit-sharing plans, cash balance plans and defined benefit plans) and executive compensation. A significant portion of Ms. Ann Kim’s practice consists of advising clients on Code Section 409A compliance and...