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Monthly Archives: March 2012

What Constitutes an Appeal? Not a Mere Request for Records.

Posted in ERISA

An update on ERISA Life, Health, Disability matters from BOOM: The ERISA blog.  http://www.boomerisablog.com/ We all know that ERISA disability claimants must exhaust administrative remedies before bringing a suit.  Exhausting administrative remedies typically includes seeking an internal appeal. But…what is required in the claimant’s letter to the Plan to constitute an “appeal”? Here’s a new… Continue Reading

Great New Case Granting Protective Orders Regarding Discovery of Claims Manuals, Internal Policies and Procedures

Posted in ERISA

A continuing discovery battle in ERISA cases involves the production of claims manuals, internal policies and procedures. What can you do when a claimant seeks claims manuals, policies and procedures?  Seek an agreed protective order. What if the Plaintiff will not agree to a protective order?  Move for a protective order to assure the documents… Continue Reading