Successful Defense of Municipality in Insurance Claim

Client Type: Public Company

We successfully forced terminated national insurance company investment advisor to drop entire $1.6 million market value adjusted claim for a major East Tennessee municipality based on the analysis of IRS rules and state law applicable to Tennessee public sector pension plans.

We successfully forced terminated national insurance company investment advisor to drop entire $1.6 million market value adjusted claim for a major East Tennessee municipality based on the analysis of IRS rules and state law applicable to Tennessee public sector pension plans.