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Pensioners rights to plan documents


Gary
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Guest Ralph Amadio

Gary, don't know what State you are in, but California has stringent rules as to documents, individual statements, etc. Don't necessarily look for them in retirement sections however, check trust law, state treasury requirements, Controller requirements, insurance code, labor law and even "freedom of information" requirements as applicable under your State law. No applicable laws that I am aware of at the federal level, except for Health and Welfare Cafeteria type plans.

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