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August 31, 2000
Mel Practice, M.D. Dear Mel: You've probably heard of the "prudent man" doctrine, and may think you live up to it, but, unless you understand the ERISA definition of a "prudent man," and understand how it applies to anyone who sponsors a retirement plan, you may have serious legal and financial problems. See my News You Can Use bulletin on the back of this letter. From time to time, I issue bulletins on important topics of interest to my clients, friends, and others who might benefit from my financial expertise. I hope you find this one helpful. Sincerely,
Justin Case, ChFC P. S. If you want to discuss this issue, or would like additional sources of information, please feel free to call me. |
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