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Regional Vice President, Sales MAP Retirement USA LLC
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BPAS
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Pentegra
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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BPAS
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Anchor 3(16) Fiduciary Solutions
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ESOP Administration Consultant Blue Ridge Associates
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Mergers & Acquisition Specialist Compass
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Compass
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Retirement Plan Administration Consultant Blue Ridge Associates
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Managing Director - Operations, Benefits Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Mutual Mistake Under ERISA (PDF)
The Wagner Law Group in Benefits Law Journal 
Mar. 26, 2024 "[B]ecause reformation is a form of equitable relief, courts have sustained claims for equitable relief under ERISA Section 502(a)(3).... [In] the absence of fraud or inequitable conduct, a unilateral mistake will generally not justify the equitable reformation of a contract ... In the context of ERISA plans, mistake is measured by comparing the actual terms of the plan to the baseline of the beneficiaries' objective, reasonable expectations about the scope of benefits provided." MORE >> |
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