Employer stock contributions properly structured for prohibited transaction provisions of ERISA

Cleopatra Marcus

Assistant Vice President, Administrator

Biographical Info

Located in the Los Angeles office, Ms. Marcus’ expertise in¬†financial services spans over thirty years.¬† She has broad experience in all aspects of trust and custody administration, including ERISA and non-qualified employee benefit plans.

Ms. Marcus is a graduate of the Cannon Financial Institute’s Retirement Plans Services program.

 

Work 515 South Figueroa Street Suite 1000 Los Angeles CA 90071 213.443.2637

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