Overpayments: Regulations, Response, Ramifications

Berwyn Group

Unreported deaths are increasing. The decline of the Death Master File and the rise of disparate data sources have made it more challenging than ever for pension plans to identify decedents and locate missing participants/beneficiaries. But inaccurate data can lead to costly overpayments that could threaten the longevity of the fund. 

In our webinar, industry experts will explain best practices for preventing overpayments, partnering with your beneficiaries when an overpayment is made, what the regulations and SECURE 2.0 require, and the rights of the pensioner.   

Representation of all parties will share their unique perspectives and experiences.  

Panelists include:

• Norman Stein, Legal Director and Senior Policy Advisor, Pension Rights Center
• Brigen Winters, Principal, Groom Law Group
• Mike Schoonveld, Director of Sales, The Berwyn Group

More Information, How to Register