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Mastering ERISA Reimbursement: 5 Must-Knows for Legal Professionals

Unlock real-world tactics for confronting self-funded ERISA plans

Download the ERISA white paper & checklist now

ERISA lien resolution isn’t just complex—it’s high-stakes. Whether you’re battling aggressive recovery vendors or dissecting plan language riddled with reimbursement traps, your client’s financial recovery depends on getting it right.  Here are some tips:

Five Real-World Tips for Navigating Self-Funded ERISA Reimbursement

  1. Get the Plan Documents (All of Them) via a 1024(b)(4) request.

  2. Use the $110/Day 1024(b)(4) Non-Compliance Penalty as Leverage.

  3. Check Form 5500 for plan status.

  4. Closely Examine & Review ALL Plan Language to spot weak provisions.

  5. Determine if Equitable Doctrines like “Made Whole” and/or “Common Fund” Apply

Want to understand the nuances of ERISA lien law?

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