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

retirement plans
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“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 Circuit supports providing only those documents that fall under a narrow reading of ERISA Section 104(b)(4). Over-production could serve to facilitate litigation.” Click here to read more.

Source: Beneficially Yours

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