Retirement Plan Consultants
Hochheiser Deutsch & Co, Inc.
Loren D. Stark Company
Compass Retirement Consulting Group, Inc.
Trucker Huss, A Professional Corporation
Bates & Company
Carpenter Morse Group
ERISA Services, Inc.
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|Fourth Circuit: When Is a Plan Administrator Obligated to Obtain Medical Records?|
Lane Powell PC
Jan. 5, 2015
"This is an expanding trend in the circuits. When the record does not refute the claimant's alleged disability, and [the plan administrator is] on notice of a treater who may have information related to the claim, either:  obtain a release and secure the 'readily-available' records, or  alert the claimant of what specific records are missing." [Harrison v. Wells Fargo Bank, No. 13-2379 (4th Cir. Dec. 5, 2014)]
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