Nicholas Pension Consultants
Compensation Strategies Group, Ltd.
Nova 401(k) Associates
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|Alternate Payee's Attorney Is Questioning Plan Asset Valuation|
BenefitsLink Message Boards
Apr. 6, 2021
"The alternate payee's attorney is questioning the valuation and wants a full accounting. It's a pooled profit sharing plan. The client is asking whether anything in the Internal Revenue Code or ERISA would prevent the disclosure of this information as it relates to other plan participants. I believe there is, but I can't find it. Any suggestions on how to handle this situation?"
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