Recent content by Steve1212

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    ERISA question of delivering SPD

    That is fair enough. last word
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    ERISA question of delivering SPD

    I dunno, I just fealt i was a place providing legal help, information, and advice to the general public. Possibly a site to be used as a legal resource for business professionals and the average person to help interpret the law?
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    ERISA question of delivering SPD

    i respect your perspective, but the disclaimer clearly states it is for getting opinions for general purpose, and the forum implies in legal topics…. Those opinions shared by a few were to get other opinions;). All good i appreciate the people who gave their actual opinion of the material in...
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    ERISA question of delivering SPD

    So you are the guy who has founded the only lawfirm where costs are never an issue to their clients. Noted.
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    ERISA question of delivering SPD

    That being said going to your url and the member is something the member is made aware of, and you do not get prior consent to have that document delivered electronucally via your intranet to them via browser correct? The action of navigating to the document is them giving consent on your fund...
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    ERISA question of delivering SPD

    I ask strangers because this is a forum and i interpreted as a place to ask opinions such as if I was a client and paid you, would your legal opinion be this is a way of delivery that would meet regulations. Dol has said they accept that as an acceptable delivery method, but they stated they...
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    ERISA question of delivering SPD

    With all that being said… if i was a client and hired you to provide a legal opinion, factoring in the dol has agreed to accept…. Would your advice be to eat the cost and pay the premium, or to proceed the financially better way for the fund(which benefits membership) as documents were clearly...
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    ERISA question of delivering SPD

    we do not have emails. We have phones. The structure of the requirments is so anyone that wants it clearly can get it. Although sending 28 pages is an option, sending a single page financially makes more sense and a qr code, url, along with phone number that says if you prefer to receive in...
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    ERISA question of delivering SPD

    Thanks, that is my issue IANAL as well and don't want to assume because i dont see an issue doesnt mean there isnt one
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    ERISA question of delivering SPD

    We have had revisions done to our SPD and per DOL request we are to provide to each member of our insurance fund. I sent this exact request to the DOL who confirmed it was an acceptable way of delivering, but Due to they do not give legal advice that we had to speak w/ fund counsil to confirm...
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    Department of Labor issue

    I concur 100% on that, but the forum is to get legal opinion;) whether legal opinion one way or another is ever factored into a discussion outside here or decisions is unknown, but personally i want to know and understand if legal advice is to keep that layer of separation firm because it...
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    Department of Labor issue

    Is this a reference to the seemingly frequent DOL inquiries, or am I missing how the fund being Taft Hartley effects whether it is a good practice to ensure that we keep a buffer layer and avoid having a direct fund representative also attend these meetings? Issues we have had have never been...
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    Department of Labor issue

    No, im asking if when dealing with an agency such as the Department of Labor, should you keep a layer of separation, or should someone accompany our representation in order to gauge and not be dependent on our attorney being the only one in the room having discussions. Basically i prefer to be...
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    Department of Labor issue

    Trying to gauge an issue. Traditionally when a matter arises with an agency such as the DOL, we have our representation be an attorney as our one and only sole single liaison, no company representation is ever present besides the single attorney. Also like any decent attorney ours figures...
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    Claim for spousal award

    It is spousal “Award”, that was a typo…. It directly uses that term on the form. also listed is the court date and a zoom link.
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