Guest ooota Posted November 10, 2003 Posted November 10, 2003 The Board of Trustees recently decided to terminate the death benefit offered by their multiemployer pension plan. A retiree has approached the administrator of the plan and has asked for the names of all of the participants and retirees of the pension plan. Apparently, this particular retiree seeks to rally the masses and attempt to have the death benefit reinstated. Can the administrator give out the names of the participants and retirees of the pension plan without violating any law(s)????? Thank you in advance for you advice.
KJohnson Posted November 10, 2003 Posted November 10, 2003 Does it want to? This disclosure is not required by ERISA's specific rules relating to disclosure . Also, I think that the Ninth Circuit ruled, if I recall correctly in an en banc decision, on almost this exact issue that there was no general fiduciary requirement of disclosure.
Guest ooota Posted November 10, 2003 Posted November 10, 2003 The Administrator does not have a problem disclosing such information, but wanted to be sure that he could do so without violating any laws. Do you have the cite for the Ninth Circuit decision? Thank you.
KJohnson Posted November 10, 2003 Posted November 10, 2003 Salaried Retirees Action Committee v. Hughes NonBargaining Retirement Plan, 72 F.3d 686 (9th Cir. 1995)
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