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Retirement Plan › Pensions › Plan Documents

Pullman & Comley, LLC

Best Practices for Municipal Retirement Plans

Pullman & Comley, LLC on

- Create a Plan Document... - Do not rely solely on special acts, ordinances, or collective bargaining agreements... - Reflect collectively bargained provisions... - Update contemporaneously to reflect changes in...more

Seyfarth Shaw LLP

Beware of the “Overshare”: Construe Requests for ERISA Plan Documents Narrowly!

Seyfarth Shaw LLP on

Seyfarth Synopsis: Administrators of ERISA plans frequently receive requests from participants, beneficiaries, and their representatives for plan-related documents. A recent decision from the Court of Appeals for the Fifth...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Read the plan document

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Being an ERISA attorney for a couple of third party administration (TPA) firms when I first started helps you develop a sense of humor because there are too many people I was associated with who had absolutely zero training...more

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