A client was receiving a pension for over four years when she was suddenly notified that the pension plan had made an error in calculating her monthly annuity. As a result of the plan’s error, the client received an overpayment of $31,000.
The plan demanded that the client return that money. The client filed a claim on her own, which was denied. The client then contacted the Upper Midwest Pension Project for assistance with an appeal.
The project contacted the plan and obtained documents and other important information to review. Trellis attorneys were able to confirm that the overpayment was entirely the fault of the plan and its third-party administrator. The pension project filed an appeal on behalf of the client, arguing that the plan should cease its recoupment action against the client and instead seek recoupment from the third-party administrator.
As a result of the project’s advocacy, the pension plan abandoned its recoupment action against the client, thus saving her $31,000 that she could rely on for the rest of her retirement.
Our team of attorneys is well-versed in pension overpayment cases. If you need support with your pension plan, contact the Upper Midwest Pension Project:
Toll Free Number: 866-783-5021
Email: pensions@trellisconnects.org
