Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Bates & Company, Inc.
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Overview of ERISA Plan Information Requests: 'Who Is Entitled To Request Plan Information?'
Health Plan Law Nov. 20, 2006
Excerpt: The treatment of this issue [is] taken up in three parts, as follows: 1. Who is a participant or beneficiary? 2. When may third parties advance statutory claims for participants or beneficiaries? and 3. Who are the proper parties to whom such requests must be directed?
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