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Fifth Circuit Recognizes ERISA Plan and SPD in One Document
Wilkins Finston Friedman Law Group LLP Link to more items from this source
July 28, 2017

"[P]lan sponsors should review the terms of their SPDs intended to also serve as the plan document to make sure that they contain sufficient information to serve in a dual capacity.... [P]lan sponsors should remove any reference in the SPD to a nonexistent plan document and have the SPD formally approved as the plan document through the proper corporate approval process." [Rhea v. Alan Ritchey, Inc., No. 16-41032 (5th Cir. May 30, 2017)]  MORE >>

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