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How to Request Your ERISA Plan Documents: A Step-by-Step Guide

The Employee Retirement Income Security Act (ERISA) was established in 1974 to protect employees’ rights to their benefits and provide transparency regarding their employee benefit plans. One of the key rights under ERISA is access to plan documents that outline the rules, benefits, and administration of your employer-sponsored retirement or health plan. […]

Texas Judges Ignored ERISA’s Core To Stall Fiduciary Rule

A New York Times article in May reported that in this year’s annual letter to investors, BlackRock Inc. Chair and CEO Larry Fink wrote that “the United States was facing a retirement crisis due in no small part to self-directed retirement financing.”[1] The New York Times article pointed to the shift from defined benefit to defined contribution retirement plans; i.e., 401(k) plans. […]

Ignoring Request for Documents Can Be Costly for Health Insurer

Under the best of circumstances, plaintiffs face a difficult challenge when they seek to overturn health benefit claim denials. But recent developments in litigation involving health benefits — specifically benefits for mental health treatment — have sent a message to health insurers that they need to be more transparent in adjudicating claims. […]

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