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