In this post, we discuss the ERISA claim process, appealing your ERISA claim, filing an ERISA complaint, when to hire an attorney, and more. We ask for the information on this form to carry out the law as specified in ERISA.You are required to give us the information. Interagency Agreement to Refer Violations of ERISA to the Department of Labor. Interagency Referral Agreement for ERISA Violations. The Made Whole Doctrine Generally. The Made Whole Doctrine is an equitable defense to the subrogation or reimbursement rights of a subrogated. Her practice areas include ERISA, health law, life and health insurance, and pension plans. Ms. Ebenstein writes and lectures frequently. In June 2020, the IRS gave temporary relief from the physical presence requirement in the Treasury Regulations related to plan elections.