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Lowell Walters
Attorney

Lowell Walters

Employee Benefits/ERISA Attorney

Tampa, California

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Specialties & Experience

Bankruptcy

About Lowell Walters

I help employers minimize risks while offering meaningful benefits to employees. I minimize risks by addressing Internal Revenue Code and ERISA issues facing employee benefit plans, including reviewing documents to point out “problem areas;” addressing concerns raised by the employer or another advisor; assisting with the fiduciary obligations of hiring service providers (through RFPs or otherwise); and representing employers whose plans are being investigated or audited by the Department of Labor or Internal Revenue Service. Lowell also works with companies and executives to decide bonus, stock bonus, and benefit programs geared toward executive-level employees. I help employers offer meaningful benefits with my skills in plan design and my ability to work as a team with other advisors who implement portions of the plan. I take pride in communicating complex issues understandably, and when addressing client questions, I address the questions asked, the questions that should have been asked, and the follow- up questions that are likely to arise.

Location & Contact

Tampa, California

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