ERISA Health Plan Recovery and Fiduciary Guidance

Protecting the assets of self-funded health plans. We provide strategic counsel to TPAs, fiduciaries, and recovery teams navigating complex reimbursement, subrogation, and governance challenges.

Services

  • Health plan subrogation and reimbursement

  • ERISA reimbursement litigation

  • Fiduciary governance and risk review

  • Plan document and SPD review

  • TPA, PBM, and vendor oversight

  • Recovery process audits and training

  • Audit-readiness and documentation support

More Info

Nancy A. Case

ERISA and Health Benefits Attorney

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Nancy A. Case provides specialized legal strategy for self-funded health plans, third-party administrators, and payment integrity organizations. With extensive experience in ERISA reimbursement litigation and plan governance, she acts as a dedicated advocate and outside counsel to protect plan assets across the country.

**Licensed: WI • IL • AZ • WA
Northern District of Illinois Trial Bar • National Speaker • SHA Board Member


Common Reasons People Reach Out

  • Reimbursement Roadblocks: You are stuck on a tricky reimbursement dispute and need a clear recovery strategy.

  • Settlement Questions: You are trying to figure out the right settlement or whether you should compromise on a claim.

  • Plan Language: You are worried about specific plan language or facing fiduciary concerns.

  • Medicare Advantage: Medicare Advantage issues are creating a headache.

  • Workflow Overload: Your team is dealing with high-volume workflow challenges and needs a better system.

  • A Second Opinion: Something just feels "off," and you need a trusted second set of eyes to look it over.