VIRGINIA UPL OPINION 77
Pension Funds Administrator Preparing Plans for IRS.
It is not the unauthorized practice of law for a pension plan administrator to offer the legal services of preparing, amending and submitting pension plans to the IRS where such activities arise in association with the administrator’s primary business of administering individually-tailored plans and administration of such plans constitutes a primary and lawful function of the administrator.
[See UPR 5-102(A)(4)]
June 11, 1985
Updated: Aug 28, 2006