Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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ERISA Benefit Plan Subrogation Divide Continues (PDF)
Morgan Lewis Nov. 16, 2012
"Some ERISA plan provisions providing for plan reimbursement expressly disclaim the application of traditional equitable defenses that a court might otherwise consider when determining whether or what amount a plan may recover reimbursement.... The Ninth Circuit is the most recent circuit to tackle this question ... [joining] the Third Circuit in adopting the minority position in direct conflict with the District of Columbia, Fifth, Seventh, Eighth and Eleventh Circuits.... [T]the United States Supreme Court recently granted certiorari on this very issue."
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