Expert ERISA Case Evaluation

Send us your toughest ERISA lien. We’ll tell you what’s possible.

Download the Advanced ERISA Reduction Strategies White Paper

Read our Blog: Beyond McCutchen: Practical Strategies for Reducing ERISA Liens

Submit Your Case for Review

What We Look For

When we evaluate an ERISA lien, we analyze every potential leverage point:

Funding Status: Is the plan truly self-funded, or is it fully insured? This determines the applicable legal framework.

Plan Language Gaps: Are there ambiguities, undefined terms, or missing disclaimers in the reimbursement provisions?

Equitable Defense Availability: Has the plan actually disclaimed made whole and common fund doctrines?

1024(b)(4) Compliance: Has the plan administrator complied with document request requirements? Is there penalty exposure?

How It Works

Submit your case: Complete the form below with lien details and upload any documents you have.
We analyze: Our ERISA specialists review the lien, obtain plan documents if needed, and identify reduction opportunities.
No obligation: If there’s no opportunity for improvement, we’ll tell you. No pressure, no pitch.

What We've Achieved

45% average ERISA lien reduction

$1B+ returned to injury victims

Hundreds of years of ERISA lien resolution expertise

What our client’s say:

“I’d rather chop off both arms and both legs than ever deal with ERISA Liens. Thankfully, I don’t have to! Thanks to Synergy all of this is handled for me and my clients, and much better than I could ever do myself. Thank you for your partnership over the last decade!” Matt Long | BOWEN TEN LONG & BAL, PC

Submit Your Case

Submit your toughest ERISA lien for review. We’ll analyze every angle, identify opportunities to reduce it, and tell you exactly what’s possible.

Free Resource: Advanced ERISA Reduction Strategies White Paper

Download our white paper covering post-McCutchen strategies, plan language analysis, equitable defenses, 1024(b)(4) leverage, and negotiation tactics.

TESTIMONIALS

“Synergy Settlement Services offered clear and prompt guidance on their lien reduction services. Their team members were easy to work with and offered candid advice at every step on how to maximize our client’s settlement. Their work is much appreciated, and we recommend Synergy for lien reduction services.”

“Synergy’s focus on these liens allows our office to better represent our clients, by allowing us to focus on what we do best – litigation. Further, Synergy’s expertise in the Medicare and lien world provides a sense of security for the client and us as attorneys to ensure we are providing the client the best advise possible.”

“We fought numerous defendants to obtain a record‑breaking settlement but, in the end, it was Synergy who stepped up to help my office protect our client’s settlement proceeds. After obtaining millions of dollars from five different defendants, we were left with an ERISA medical insurance lien that refused to compromise and wanted 100% reimbursement. I attempted to negotiate with them, and they refused to accept any reductions whatsoever. Our client suffered a serious brain injury and there was no way we wanted an insurance company to get paid back in full. Synergy went to work on them and in short order they obtained a major reduction in the ERISA lien, putting substantially more money in my client’s pocket.”

“We were able to save our clients millions of dollars through Synergy’s healthcare lien resolution program."

“Newsome Melton has worked with Synergy for many years. Time and time again, Synergy has proven to be a great partner, committed to going above and beyond to maximize our clients’ net recovery.”

READY TO SCHEDULE A CONSULTATION?

The Synergy team will work diligently to ensure your case gets the attention it deserves. Contact one of our legal experts and get a professional review of your case today.

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