A corporate pension plan.
Project Description
Douglas Wilson tasked Douglas Wilson Companies (DWC) with the responsibilities of Successor Trustee and plan administrator for the pension plan.
Scope of Work
DWC first performed an extensive accounting to assemble the books and records of the pension plan and then coordinated a full audit. Serving as the custodian of the assets, DWC handled all money management functions.
Project Resolution
DWC filed for a pension plan termination and distribution with the Internal Revenue Service. The plan was successfully terminated and the proceeds were distributed to the participants.
Project Name
Tim-Jon Corporation
Client
Douglas P. Wilson
Location
Los Angeles, CA
