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Labor/Employment

Jul. 7, 2012

9th Circuit weighs in on ERISA and Social Security offsets to income plans

Learn more about what can and cannot be used to offset disability income plan payments. By Chuck Teixeira


By Chuck Teixeira


Two recent 9th U.S. Circuit Court of Appeals decisions address Social Security offsets under disability income plans subject to the Employee Retirement Income Security Act. The first case, Bilyeu v. Morgan Stanley Long Term Disability Plan, 2012 DJDAR 8328 (9th Cir. June 20, 2012), may provide relief to some participants. The second case, Renfro v. Funky Door Long Term Disability Plan and The ServiceMaster Long Term Disability Plan...

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