Compass
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Which Plan Documents Must You Surrender If You Are Sued?
ORBA Nov. 24, 2021 "[T]he judge noted that claimants do not have to request a document using its precise name if the request is sufficiently clear to give the plan administrator notice of the information the claimant seeks.... [But] the court found that even if the plaintiff had specifically requested the 1990 plan document, the plan would not have been obligated to produce it ... because the plan administrator used the 2017 plan document to administer the plan during the period relevant to this case, not the original 1990 one." [Theriot v. Building Trades United Pension Trust Fund, No. 20-30126 (5th Cir. Mar. 12, 2021)] |
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