Bartolic Law handles disputes with Supplemental Executive Retirement Plans, Single-Employer Defined Benefit Plans, and Multi-Employer Defined Benefit Plans. Michael has helped many clients make pension claims, appeal pension denials, and litigate retirement benefit disputes under ERISA § 502(a). Bartolic Law is the leader in Retirement and Pension Disputes. Chicago is the home of organized labor, and has many single employer and multi-employer pension plans. Corporations also provide Supplemental Executive Retirement Plans to key employees. Bartolic Law is nationally renowned for its work on challenging retirement benefit denials. We have helped clients from all walks of life in their retirement benefit disputes, including C-Level Executives, Senior Vice Presidents, and men and women in the trades. Some of our work includes:
Supplemental Executive Retirement Plans are unique in that they are governed by ERISA, but exempt from most of ERISA’s protections, like vesting requirements, requirements assets be held in trust, and fiduciary responsibilities. Often executives consult general employment lawyers who lack the experience in ERISA disputes to capably handle the dispute. While in general employment law, prevailing plaintiffs generally are awarded attorney’s fees, under ERISA, either side can obtain them for less than prevailing. Clients with SERPs generally have assets, so the risk of hiring a lawyer that does not focus on ERISA could cost you hundreds of thousands of dollars. Borrowing from Ray Dalio’s “Principles of Life and Work,” make sure the probability of the unacceptable is nil. You may be comfortable enough to lose your claim, but nobody wants to end up owing the employer. Hire Bartolic Law to ensure your valid claim is handled properly, and you do not end up paying the employer instead.
Not only rank-and-file employees file pension disputes. Often Executives, Partners, Accountants, Lawyers, and Physician participate in SERPs (also called “Top Hat Plans” under ERISA).
Michael Bartolic has represented C-level executives and Senior Vice Presidents in challenging denials of supplemental benefit plans and Long-Term Incentive Plans.
Michael Bartolic combines a strong accounting and finance background with an unmatched ability to understand proper interpretation of plan terms, identifying when plans misapply their own terms. Michael Bartolic helped a client who went on a foreign assignment to a higher taxed country. Often employers “gross up” the employee’s salary to incentivize the employee to accept the relocation, making up for the higher taxes. But when pension calculation time came, the employer tried to adjust the earnings down. By interpreting the plan definitions and uncovering internal communications, Bartolic Law presented a convincing case that the employer lacked any basis to deviate from its formula for calculating earnings, despite it resulting in a much higher pension for the client.
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