providing info to termd participant

[betheeg]

a terminated participant has asked me to provide her with the exact funds that the ps plan is invested in. does anyone see a potential problem with me proving that info? i am the TPA...

thanks for any help...

[rcline46]

Provide a copy of the latest 5500 and SAR. That is the disclosure required. Trustee must provide at their own risk anything above what is required.

In fact, I would not deal with participant at all! Make them go through the Plan Administrator!!!!!