bamma

I figured if the TPA was a fiduciary he could be liable as you stated. If not a fiduciary, the only thing I can think of that could make the TPA liable is as a knowing participant based on the Harris Trust decision, and even this probably wouldn't hold up. Thanks.

Would a TPA (fiduciary or not) be liable if an employer stops funding the plan so the TPA cannot pay participant claims?

If a 65 year old retires but is not completely vested in the company DB plan, when is he required to begin receiving distributions from the plan?

I guess I'm asking if there any exceptions such as safe harbor plans that avoid yearly testing?

must a plan meet qualification requirements every year? If it isn't tested every year will it automatically be disqualified?

thanks

Are any ERISA benefits taxable to participants?

In an Erisa plan, are employers required to set aside funds to pay for benefits?

I know that employees have a right to see statements about their benefits, but do they have the right to obtain information regarding benefits provided to other participants under the plan?