Lurie, LLP

Firm Profile

Key Contacts

Wendy Frame, 612-381-8744, wframe@luriellp.com

Jeremy Palm, 612-381-8732, jpalm@luriellp.com

Website

http://www.luriellp.com

Est. 1940

State(s) with a Physical Presence 

Minnesota

Sponsored Plans Supported 

500

Kinds of Plans Supported 

  • 401(k)
  • Traditional Defined Benefit
  • Cash Balance/Hybrid
  • Profit-Sharing
  • Money Purchase Pension

Services Provided 

  • Compliance Support
  • Preparation of Loan Paperwork
  • Processing of Loan Applications
  • Non-Discrimination Testing
  • Plan Design Consulting
  • Plan Audit Support
  • Actuarial Calculations & Support
  • Form 5500 Preparation
  • Plan Benchmarking
  • QDRO Review
  • Hardship Distribution Requests
  • Enrollment Meeting Support