Coronavirus (COVID-19) News and Resources
Coronavirus (COVID-19) Webcasts
Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Enrolled Actuary
Loren D. Stark Company logo
Loren D. Stark Company
(Telecommute)
ESOP Valuation Writer
Unique ESOP Valuation Provider
(Telecommute)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook

<< Previous news item   |   Next news item >>



Fifth Circuit Adopts Majority Rule on What Constitutes 'Other Instruments' of an ERISA Plan
Wilson Elser Link to more items from this source
Nov. 10, 2014
"The appellants ... had sought production of investment guidelines used by administrators of the appellee pension plans, arguing that they were 'other instruments' under which the plans were operated. The Fifth Circuit disagreed, construing the catch-all provision narrowly so as to apply only to formal legal documents that govern a plan.... [and noting] that the term 'other instruments' in [ERISA] section 104(b)(4) followed a list consisting of formal documents that either [1] provide plan participants and beneficiaries with notice of their rights and obligations or [2] are the foundational documents under which a plan is created and governed." [Murphy v. Verizon Communications, Inc., No. 13-11117 (5th Cir. Oct. 14, 2014)]

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).
An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).
© 2020 BenefitsLink.com, Inc.