Administrator, Retirement Plan Compliance RiversEdge Advanced Retirement Solutions
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PCS Retirement, LLC
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Apex Pension Strategies, Inc.
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Defined Benefit Plan Consultant Planned Retirement Consultants & Administrators, LLC
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Apex Pension Strategies
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Defined Contribution Account Manager Nova 401(k) Associates
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Nova 401(k) Associates
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Retirement Plan Administrator (TPA) Retirement Plan Consultants
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401k & Defined Contribution Plan Consultant Planned Retirement Consultant & Administrators, LLC
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Blue Ridge ESOP Associates
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MAP Retirement USA LLC
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Nova 401(k) Associates
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MAP Retirement USA, LLC
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Atlantic Pension Services Inc
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Retirement Plan Compliance Consultant TriStar Pension Consulting
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Court Dismisses Participants' Challenge to Cross-Plan Offsetting
Thomson Reuters / EBIA ![]() June 3, 2021 "In a case involving the same TPA, the Eighth Circuit held that cross-plan offsetting was not permitted by the terms of the plans involved but declined to decide whether the practice necessarily violates ERISA ... Given that awareness of cross-plan offsetting seems to be on the rise and the DOL has taken the position that it violates ERISA, administrators performing cross-plan offsets may wish to proceed with caution." [Scott v. UnitedHealth Group, No. 20-1570 (D. Minn. May 20, 2021)] |
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