Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Retirement Plan Documents Specialist Loren D. Stark Company |
Trucker Huss, A Professional Corporation |
Pentegra |
Retirement Plan Legal Specialist Pentegra |
Carpenter Morse Group |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Retirement, LLC |
Bates & Company |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Retirement, LLC |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Compass Retirement Consulting Group, Inc. |
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Suing to Recover Benefit Overpayments? It May Not Be So Easy Osler, Hoskin & Harcourt LLP ![]() Sept. 1, 2015 "As plan audits have uncovered more and more payment errors, many plans have acted as if no time limits or other restrictions applied to their repayment demands.... [P]lan fiduciaries can consider the following steps to improve their chances of prevailing in these suits: [1] Make sure that plans have specific provisions for recouping overpayments. [2] Give the payee the opportunity to argue that the payment is correct under ERISA's claims and appeals procedures.... [3] Do self-audits regularly and if a lawsuit seems necessary, file it promptly. [4] Pay attention when retirees call to question whether they are receiving the right payments." [Pharmacia Corp. Supp. Pension Plan v. Weldon, No. 4:14CV1498 (E.D. Mo. Aug. 24, 2015)] |
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