professionalIMG

Ann M. Fievet

Associate vCard


Education

  • Wake Forest University (JD)
  • University of Virginia (BA)
  • University of Georgia (MA)

Bar Admissions

  • Massachusetts
  • North Carolina

Ann advises both for-profit and non-profit clients on plan design and administration of tax-qualified and non-qualified retirement and deferred compensation plans.  She assists clients with regular plan maintenance responsibilities (amendments, participant notices, regulatory filings, service provider agreements, annual plan audits, etc.) and communicates with the Department of Labor and Internal Revenue Service on her clients’ behalf.  Ann also helps clients manage service providers, including record keepers, investment advisors, actuaries, consultants, accountants and auditors, in order to maximize the plan’s return on investment and with her clients’ fiduciary responsibilities in mind.