ERISA Lien Resolution

Protect Your Clients’ Recoveries With Expert ERISA Lien Analysis And Negotiation

Download the ERISA Lien Resolution Fundamentals White Paper
Read our Blog: What Every Trial Lawyer Needs to Know About ERISA Liens

The ERISA Challenge

Since the Supreme Court’s McCutchen decision, self-funded ERISA plans have powerful recovery rights under federal law. Recovery vendors like Rawlings and Conduent are sophisticated adversaries with one goal: maximum reimbursement from your client’s recovery. Without proper analysis and strategic negotiation, ERISA liens can consume a disproportionate share of your client’s recovery.

How Synergy Resolves ERISA Liens

Our ERISA specialists analyze every lien using a proven methodology: 

  • Plan Document Analysis: We obtain and review the Master Plan Document and Summary Plan Description to determine funding status and identify weaknesses in reimbursement provisions. 
  • 1024(b)(4) Leverage: We use federal document request requirements strategically, tracking compliance and using penalties as negotiating leverage. 
  • Equitable Defense Analysis: We assess whether made whole, common fund, and other equitable doctrines apply based on actual plan language. 
  • Strategic Negotiation: We negotiate directly with recovery vendors, armed with complete plan documentation and legal analysis. 

Results That Matter

  • 45% average ERISA lien reduction 
  • Thousands of ERISA liens resolved annually 
  • Hundreds of years of ERISA lien resolution collective expertise 

Free Resource: ERISA Lien Resolution Fundamentals

Download our comprehensive white paper covering the Supreme Court framework, self-funded vs. fully insured analysis, 1024(b)(4) request mechanics, and post-McCutchen reduction strategies.

Have a Challenging ERISA Lien?

Schedule a free case review with our ERISA specialists. We’ll analyze your lien, identify reduction opportunities, and provide a clear path forward.

TESTIMONIALS

READY TO SCHEDULE A CONSULTATION?

The Synergy team will work diligently to ensure your case gets the attention it deserves. Contact one of our legal experts and get a professional review of your case today.

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