Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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10th Circuit Decision Is Another Lesson on Bullet Proofing Your Claims Process
Winstead PC Aug. 27, 2018
"The ERISA claim and appeal procedures need to be followed carefully and claim and appeal denials need to be carefully drafted, considering and discussing in the claim and appeal denial letters all of the evidence submitted, including addressing any weaknesses or omissions in the information submitted.... Review the expert consults in the file to see what they reviewed and if they reviewed all information in the file, if they analyze all of the arguments raised by the participant, and if the analysis considers the plan's requirements."
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