Advise on a US retirement-plan covenant under ERISA
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Extract plan-document duties the lawyer highlights into a table labelled for ERISA/IRC confirmation.
- What the lawyer must review
- Open ERISA and the plan document; there is no SIS Act trustee-covenant analogue
- Apply Circular 230 if you practise before the IRS
- Written for / version
- United States versionUSCth
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes extracting and organising information. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.