Choosing an ERISA beneficiary under the Supreme Court's Plan Document's Rule.

No exceptions to the rule

In Kennedy v. Plan Adm’r for Dupont Sav., the Supreme Court gave fiduciaries a hard and fast rule for managing policies that fall under ERISA. The Plan Documents Rule states that ERISA “obligates [plan] administrators to manage ERISA plans ‘in accordance with the documents and instruments governing’ the plan.” In the context of determining what […]

No exceptions to the rule Read More »