Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Retirement Plan Legal Specialist Pentegra |
Pentegra |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Retirement Plan Documents Specialist Loren D. Stark Company |
Compass Retirement Consulting Group, Inc. |
Retirement, LLC |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Trucker Huss, A Professional Corporation |
Retirement, LLC |
Bates & Company |
Carpenter Morse Group |
Retirement Plan Relationship Manager 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: [1] obtain a release and secure the 'readily-available' records, or [2] 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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