Kentucky Trust Company
EPIC Retirement Plan Services
Nicholas Pension Consultants
Hochheiser Deutsch & Co, Inc.
Retirement Plan Consultants
RTD Financial Advisors
Farmer & Betts, Inc.
ERISA Services, Inc.
Loren D. Stark Company
Plumbers Local Union No. 1 Benefit Funds
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|Limiting Participant Claims with Plan and SPD Language|
Smith, Gambrell & Russell, LLP
Apr. 4, 2015
"Without clear language in the plan document and SPD addressing these issues, a plan and its fiduciaries run the risk of (i) being forced to respond to claims and lawsuits that otherwise could have been avoided and (ii) defending lawsuits in distant and unfavorable locations. Some important considerations are:  How can a claim be submitted? ...  When does a claim need to be brought or a lawsuit need to be filed? ...  Where can suit be filed?"
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