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Patrick T. Trunzo

Senior Client Employee Benefit Advisor

Patrick T. Trunzo provides assistance to clients in complying with the legal requirements associated with their qualified retirement and health and welfare programs. Pat assists clients in designing, drafting, and amending their 401(k) and defined benefit retirement plans and in addressing day-to-day administrative issues related to the plans. He also helps clients with identifying and correcting plan failures, preparing governmental filings, and responding to governmental inquiries related to their plans.