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)]

Committee Opinion
June 11, 1985

 

Updated: Aug 28, 2006