Kentucky Trust Company
Hochheiser Deutsch & Co, Inc.
ERISA Services, Inc.
Nicholas Pension Consultants
Plumbers Local Union No. 1 Benefit Funds
Loren D. Stark Company
EPIC Retirement Plan Services
RTD Financial Advisors
Farmer & Betts, Inc.
Retirement Plan Consultants
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|Recovering Retirement Plan Overpayments: Process Is Key|
May 11, 2021
"While unfortunate for participants who received an overpayment, a plan sponsor has an obligation to recover overpayments on behalf of the retirement plan ... A recent court case ... highlights the value of having a robust administrative process for dealing with the inevitable overpayment issues that arise." [Zirbel v. Ford Motor Co., No. 20-1149 (6th Cir. Nov. 16, 2020]
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