Farmer & Betts, Inc.
Pension Rights Center
EPIC Retirement Plan Services
Loren D. Stark Company
Retirement Plan Consultants
Kentucky Trust Company
Pension Plan Specialists
Nicholas Pension Consultants
Retirement Industry Trust Association (RITA)
RTD Financial Advisors
Plumbers Local Union No. 1 Benefit Funds
Hochheiser Deutsch & Co, Inc.
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|Best Practices for Improving Health Plan Cost Recoveries|
Roy Harmon III, in HR Daily Advisor
Dec. 17, 2015
"This article suggests tactics plan fiduciaries can use to make recoveries in the event of a worst-case Montanile ruling, which would result in a world where dissipated funds (regardless of the reason) mean no recovery for the plan.... Identify the disputed funds ... Condition payment on signed subrogation agreements ... Seek refunds ... Impose offsets ... Use ethical considerations."
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