Pentegra |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Plumbers Local Union No. 1 Benefit Funds |
Retirement, LLC |
Compass Retirement Consulting Group, Inc. |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Administrator/Consultant (DC and DB) TPA Professionals |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Retirement Plan Documents Specialist Loren D. Stark Company |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Bates & Company |
Retirement Plan Legal Specialist Pentegra |
Trucker Huss, A Professional Corporation |
Carpenter Morse Group |
Retirement, LLC |
RTD Financial Advisors |
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DOL Information Letter Regarding Production of Recording of Call Between Plan Representative and Claimant Groom Law Group ![]() [Guidance Overview] June 29, 2021 "[Information Letter 06-14-2021] addressed a narrow question based on the specific representations made by the requesting attorney and the positions taken by the plan involved. It does not purport to address whether call recordings are required to be produced in all cases.... [T]he Letter is not binding on courts or technically even on the DOL itself.... Thus, the courts may take a different view of the particular circumstances addressed in the Letter, or of whether call recordings are subject to production pursuant to the claim regulation in different scenarios." |
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