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
-
Get the Plan Documents (All of Them) via a 1024(b)(4) request.
-
Use the $110/Day 1024(b)(4) Non-Compliance Penalty as Leverage.
-
Check Form 5500 for plan status.
-
Closely Examine & Review ALL Plan Language to spot weak provisions.
-
Determine if Equitable Doctrines like “Made Whole” and/or “Common Fund” Apply
Want to understand the nuances of ERISA lien law?
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.