Your Recordkeeper Contract May Now Be a 'Plan Document'
October 06, 2026
October 06, 2026
DALLAS, Texas, Oct. 6 [Category: BizLaw/Legal] -- Haynes Boone, a law firm, posted the following news:
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Your Recordkeeper Contract May Now Be a 'Plan Document'
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Under ERISA Section 104(b)(4), upon written request of a participant or beneficiary, a plan administrator must furnish a copy of the "contract, or other instruments under which the plan is established or operated."
In Kelly v. Altria Client Service . . .
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Your Recordkeeper Contract May Now Be a 'Plan Document'
*
Under ERISA Section 104(b)(4), upon written request of a participant or beneficiary, a plan administrator must furnish a copy of the "contract, or other instruments under which the plan is established or operated."
In Kelly v. Altria Client Service . . .