ERISA Document Request

[Chaz]

Under ERISA Section 104, a plan is generally required to provide a copy of the plan's SPD upon a participant's request. If the plan provides a copy to the participant must the plan (at a later time) also provide a copy to the participant's authorized representative if the representative makes a request?

(Assume that the participant is still living and that there is no presumable reason why the representative can't get the document from the participant.)

[Ron Snyder]

Give it to him electronically, via email. No cost, no excuses, confirmed delivery.

[Guest morris]

If the participant has given the "representative" legal power of attorney, then yes you would. Otherwise, I don't think so.