A recent article by Albert Feuer in the Journal of Pension Planning and Compliance argues that ERISA plans should be able to accept directions from agents under power of attorney for virtually any benefit matter, while noting case law stating that limits exist. A noted relatively easy fix is for the plan to permit acceptance of such powers, possibly with plan-specified acceptable forms.
05
May 2015
Power of Attorney and ERISA Governed Benefit Plans
May 5, 2015 By
