KOVACS-COLÓN & ASSOCIATES

Developing sophisticated analytical criteria, led pension committee of an international manufacturing entity in it's successful search for,and continued monitoring of, a financial service investment adviser,leading to a fruitful reconstruction of a large pension plan portfolio and installation of significant executive benefit plan funding.Designed and implemented retirement and employee benefit plans for national organization of over 350 related corporations while avoiing application of control group and affiliated service group provisions under tax code.Obtained very favorable ,cost saving resolution under VCR for a 1.2 billion dollar publicly-traded client whose 401 (k) profit sharing plan had over several years,misapplied fixed income investments for several thousand participants while constructing legal position avoiding finding of fiduciary breach.Successfully supervised national retailer's ERISA strategies on behalf of its multi-million dollar ESOP and other employee benefit..

Also known as: Kovacs-Colón & Associates, Inc.

Primary location: Dublin United States