Every day, Trellis’ Pension and Retirement Rights program protects the livelihood of workers, retirees and their families. One recent example from the Upper Midwest Pension Project:
A pension plan paid a single life annuity benefit to a participant. Following the participant’s death, the Plan mistakenly continued paying those benefits to his widow for four years resulting in a $80,000 overpayment.
The plan reclaimed $24,000 through direct deposit reversals and then sought recovery of the remaining $56,000.00 overpayment from the 93-year-old widow.
The Upper Midwest Pension Project negotiated with the plan, and it subsequently agreed to cancel the outstanding overpayment and resume monthly payments to the widow at the 50% survivor benefit rate for her lifetime.
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: pensionrights@trellisconnects.org