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Stop Losing to ERISA: Learn the Strategies That Work

Don’t let ERISA plan terms catch you off guard. Enter your email below for immediate access to Synergy’s ERISA Lien Resolution Checklist—trusted by top PI firms nationwide.

👉 Download the FREE Checklist Now

ERISA reimbursement doesn’t have to be a black box. With the right strategies and documentation tactics, you can protect your client’s recovery and push back against overreaching demands.

This free ERISA Checklist breaks down the key steps every injury firm should take when facing a potential ERISA lien. Whether you’re a seasoned attorney or a sharp paralegal, it’s a must-have reference for your lien resolution toolkit.

Inside the Checklist:

✅ What documents to demand (and how to get them)
✅ How to identify self-funded plans using Form 5500
✅ The statutory penalty that can shift negotiations in your favor
✅ Why plan language matters more than you think
✅ When equitable doctrines can—and can’t—apply

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