ERISA 4219(a) Information Requests

[Guest Eric A]

I have a client who is/was a 50 – 50 shareholder in a corporation. The corporation went into receivership and has completely withdrawn from the Central States Southeast and Southwest Areas Pension Fund. The pension fund has previously sent 4219(a) information requests to the receiver, requesting information about the company, but now the pension fund is requesting personal information from my client, including a request for copies of his personal income tax returns.

I don’t do much work with multiemployer plans, but can a shareholder be compelled to respond and provide this type of personal information under ERISA 4219(a)? Any assistance would be appreciated. Thank you.