January 28, 2016

In Montanile v. Bd. of Trs. of the Nat’l Elevator Indus. Health Ben. Plan, No. 14-723, 2016 U.S. LEXIS 843 (2016), the U.C. Supreme Court dealt a decisive victory to employees when it ruled 8-1 that an employee benefit plan may not garnish a plan participant’s general assets in order to recover an overpayment.

The decision means that participants in employee benefit plans who receive income from a tort...
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January 21, 2016

UP is hosting a Roadmap to Recovery workshop for Valley Fire survivors Thursday, January 21st at 6pm at Middletown High School. This workshop will discuss the contents portion of your...

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January 16, 2016

Being a small non-profit has it's up side:  United Policyholders is dynamic.  We don't have layers of internal bureaucracy that slow us down when we want to respond to a disaster or make improvements  to our programs, publications and tools.  We are constantly enhancing our tips and tools with new information and feedback from our volunteers, experts and the people we help.

During the Roadmap to Recovery workshop I led in Mountain Ranch, California this past week, we were...

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January 13, 2016

UP is hosting a Roadmap to Recovery workshop for Butte Fire survivors on Wednesday, January 13th at 6pm at Mountain Ranch Town Hall.  This workshop will focus on the dwelling portion of your insurance claim and will discuss how to document and value the damage to your home.  There will be a Q...

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January 13, 2016

This week there will be two post-disaster tax workshops for Valley Fire survivors.  Residents whose homes or businesses have been damaged or destroyed in the recent wildfires are encouraged to attend as well as income tax and personal finance professionals.

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