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July Business Services
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Defined Contribution Account Manager Nova 401(k) Associates
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July Business Services
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Greenline Wealth Management
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Regional Sales Director (West) July Business Services
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Pollard & Associates
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Fringe Benefit Group
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New York City District Council of Carpenters Benefit Funds
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Great Lakes Pension Associates, Inc.
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Best Practices in Administering Benefit Claims: Distinguishing an Inquiry from a Claim
Proskauer 
Nov. 19, 2019 "Careful consideration should be given to whether a participant's (or beneficiary's) communication triggers the plan's claims process. ... [D]oes the plan require claims to be in writing, or are telephonic claims accepted? Has the participant or beneficiary submitted all required documentation with the claim? Should an inquiry, although not technically a claim, be processed through the plan's claims procedures? When is it appropriate to do so?" |
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