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Ninth Circuit Says Beneficiary Designation Forms Are Not Plan Documents
Paul Hastings LLPLink to more items from this source
Feb. 3, 2015
"[T]he Ninth Circuit disagreed that the designation forms constituted plan documents, finding that only documents that 'provide information as to where the participant stands with respect to the plan' -- for example, guidance regarding plan benefits -- could constitute plan documents, and that the designation forms, which provided no such information, were not plan documents." [Becker (plaintiff in interpleader) and Mays-Williams v. Williams, No. 13-35069 (9th Cir. Jan. 28, 2015)]

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