Paula S.

Cosgrove

Senior Paralegal

Draft qualified retirement and welfare benefit plans
Document amendments to plans and trusts
Prepare summary plan descriptions and administrative forms
Assist clients with questions related to plan administration, including issues concerning eligibility, vesting, contributions, loans, distributions, etc.
Compile filings with the IRS to obtain rulings and determination letters on initial qualification, amendments, termination, plan mergers, etc.
Prepare and maintain procedural forms and documents for various aspects of retirement and welfare plan administration
Draft QDROs for family law clients and review proposed QDROs on behalf of retirement plan clients
As an assistant bank trust administrator

Draft qualified retirement and welfare benefit plans
Document amendments to plans and trusts
Prepare summary plan descriptions and administrative forms
Assist clients with questions related to plan administration, including issues concerning eligibility, vesting, contributions, loans, distributions, etc.
Compile filings with the IRS to obtain rulings and determination letters on initial qualification, amendments, termination, plan mergers, etc.
Prepare and maintain procedural forms and documents for various aspects of retirement and welfare plan administration
Draft QDROs for family law clients and review proposed QDROs on behalf of retirement plan clients
As an assistant bank trust administrator, assisted in all aspects of retirement plan administration, including, but not limited to, processing of disbursements and contributions, facilitating asset trades and transfers and monitoring overdrafts

Paula S.
Cosgrove

Draft qualified retirement and welfare benefit plans
Document amendments to plans and trusts
Prepare summary plan descriptions and administrative forms
Assist clients with questions related to plan administration, including issues concerning eligibility, vesting, contributions, loans, distributions, etc.
Compile filings with the IRS to obtain rulings and determination letters on initial qualification, amendments, termination, plan mergers, etc.
Prepare and maintain procedural forms and documents for various aspects of retirement and welfare plan administration
Draft QDROs for family law clients and review proposed QDROs on behalf of retirement plan clients
As an assistant bank trust administrator

Draft qualified retirement and welfare benefit plans
Document amendments to plans and trusts
Prepare summary plan descriptions and administrative forms
Assist clients with questions related to plan administration, including issues concerning eligibility, vesting, contributions, loans, distributions, etc.
Compile filings with the IRS to obtain rulings and determination letters on initial qualification, amendments, termination, plan mergers, etc.
Prepare and maintain procedural forms and documents for various aspects of retirement and welfare plan administration
Draft QDROs for family law clients and review proposed QDROs on behalf of retirement plan clients
As an assistant bank trust administrator, assisted in all aspects of retirement plan administration, including, but not limited to, processing of disbursements and contributions, facilitating asset trades and transfers and monitoring overdrafts

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