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Interpreting Plan Documents
Rhonda A. O’Brien presented a program entitled “Interpreting Plan Documents.” She spoke about best practices and a model to use in interpreting the provisions of welfare, retirement and deferred compensation plans and how to handle claims made by participants and beneficiaries. She discussed the interaction of plan document terms with laws affecting plan administration, including COBRA, FMLA, HIPAA, nondiscrimination laws and state law. Examples drawn from health, welfare, 403(b) and 457 plans were addressed. |
