How to walk the line with pension overpayments

Mindy Zatto, FSA, EA, FCA, MAAA, MSPPA and Mary Shah, FSA, EA, FCAThought Leadership

SBA principals Mary Shah and Mindy Zatto discuss ways to recoup pension overpayments that satisfy regulators and do not place burden on retirees, as well as how to prevent overpayments from happening.

Plan sponsors could consider a different solution to provider woes

Andy Adams and Jay Schmitt, ASAThought Leadership

Occasional employee complaints about a benefit plan are inevitable. But when they become a regular occurrence, it can point to more significant problems with a plan administrator or other vendor. Companies that find themselves in this position have several options — including an often-overlooked option that we call “vendor recovery.”