THE FLORIDA BAR RE ADVISORY OPINION

No. 74479.

571 So.2d 430 (1990)

THE FLORIDA BAR RE ADVISORY OPINION — Nonlawyer Preparation of Pension Plans.

Supreme Court of Florida.

November 29, 1990.


Attorney(s) appearing for the Case

Robert M. Sondak, Miami, Joseph R. Boyd, Chairman, Mary Ellen Bateman, UPL Counsel, Lori S. Holcomb, Asst. UPL Counsel, Tallahassee, and Robert W. Mead, Jr., Orlando, for petitioner, Standing Committee on UPL.

J. Robert McClure, Jr. of Carlton, Fields, Ward, Emmanuel, Smith & Cutler, Tallahassee, for Florida Ass'n of Life Underwriters, Nat. Ass'n of Life Underwriters, and Ass'n of Advanced Life Underwriters.

J. Thomas Cardwell and Virginia B. Townes of Akerman, Senterfitt & Eidson, Orlando, for Florida Bankers Ass'n.

Sharon Lee Johnson, Coral Gables, for Wolper Ross Ingham & Co.

C. Lawrence Connoly, III, Lincolnshire, Ill., for Hewitt Associates.

Stephen M. Saxon, William F. Hanrahan and Andrew A. Chakeres, Washington, D.C., for Conference of Actuaries in Public Practice.

Arthur J. England of Fine, Jacobson, Schwartz, Nash, Block & England, Miami, presented oral argument for the parties listed below opposing the advisory opinion:

Herschel E. Sparks, Jr. and Laura F. Patallo of Hughes, Hubbard & Reed, Miami, for Coopers & Lybrand, David M. Walker, Washington, D.C., and Laura F. Patallo of Hughes, Hubbard & Reed, Miami, for Arthur Andersen & Co., Kenneth R. Hart and Timothy B. Elliott of Ausley, McMullen, McGehee, Carothers & Proctor, Tallahassee, for Florida Institute of CPAs, Michael J. Dewberry and Frank L. Jones of Rogers, Towers, Bailey, Jones & Gay, Jacksonville, for American Council of Life Ins., Richard N. Carpenter, Tampa, for Touche Ross & Co., Gary D. Simms, Washington, D.C., for American Academy of Actuaries, Paul J. Ondrasik, Jr. and Stephen S. Cowen of Steptoe & Johnson, Washington, D.C., for Ass'n of Private Pension & Welfare Plans, Samuel C. Ullman and Paula M. Sicard of Kelley, Drye & Warren, including Smathers & Thompson, Miami, Deborah E. Cooper and Robert J. Kheel of Willkie, Farr & Gallagher, New York City, and Ellen A. Hennessy and William T. Garcia of Willkie, Farr & Gallagher, Washington, D.C., for William M. Mercer-Meidinger-Hansen, Inc. and Towers Perrin Forster & Crosby, Inc., Robert J. Kheel and Louis A. Craco of Willkie, Farr & Gallagher, New York City, and William T. Garcia of Willkie, Farr & Gallagher, Washington, D.C., for American Institute of Certified Public Accountants, and Laura F. Patallo of Hughes, Hubbard & Reed, Miami, for Peat Marwick Main & Co., Ernst & Young, and Price Waterhouse.

Chester J. Salkind, Washington, D.C., amicus curiae, for American Society of Pension Actuaries.

James T. Comer, III, and Nan Underhill, Tampa, amicus curiae, for J.T. Comer & Associates, Inc.

Joseph Kattan, Bureau of Competition, Washington, D.C., amicus curiae, for Federal Trade Com'n.


OVERTON, Justice.

The Florida Bar's standing committee on the unlicensed practice of law petitions this Court to approve a proposed opinion finding certain nonlawyer involvement in the area of designing and preparing pension plans and advising clients concerning such plans to be the unlicensed practice of law. Approval of the proposed opinion is sought in accordance with rule 10-7.1 of the Rules Regulating The Florida Bar. We have jurisdiction. Art. V, § 15,...

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