Jump to content

Pensioners rights to plan documents


Recommended Posts

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.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Create New...