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National Training 2024 – Case Sharing Session
Date Created: Nov 18, 2024
Document Type: National Training Materials
NY Project Case Sharing Materials Session Recording: https://youtu.be/ZBJ2zOtTkAA?si=Bc37cZdYAX4S1ytd
National Training 2024 – Nuts & Bolts – Grants Management & Regional Outreach
Date Created: Nov 18, 2024
Document Type: National Training Materials
Slides from Nuts & Bolts Session on Grants Management & Regional Outreach Session Recording: https://youtu.be/o-X_3v9kRFQ?si=wW_mezR6GX1_gIl2
National Training 2024 – Derisking Session
Date Created: Nov 18, 2024
Document Type: National Training Materials
Plan Type: Single Employer DB
Legal Issues: Plan Termination & Freezes
Slides and materials from session on Derisking with Elizabeth Hopkins and Norman Stein Session Recording: https://youtu.be/oSqPz7gMXak?si=vornHZMhzOSqBMoS
National Training 2024 – Regulatory & Legislative Update Session
Date Created: Nov 18, 2024
Document Type: Legislative Updates & Summaries
PRC Comments on DOL RFI - Material from Regulatory & Legislative Update Session with Karen Friedman, Debbie Chalfie, and Michele Varnhagen


Session Recording: https://youtu.be/b_yq4XnH974?si=yNnwRmqAZ8fppswS
National Training 2024 – Case Law Update
Date Created: Nov 18, 2024
Document Type: Caselaw Updates & Summaries
Slides from Case Law Update with Erin Riley

Session Recording: https://youtu.be/0CSHN_3hzOs?si=fnBM8APOjQlxwUKw
National Training 2024 – Church Plan Litigation Update
Date Created: Nov 18, 2024
Document Type: National Training Materials
Plan Type: Church Plans
Case Document from Church Plan Litigation Update Session with Ted Scallet Session Recording: https://youtu.be/82pmxhA86Lw?si=18R--Xr9i61T8CGL
National Training 2024 – Elder Abuse Session
Date Created: Nov 18, 2024
Document Type: National Training Materials
Slides from Session on Elder Abuse - Assisting and Referring Clients Who May Be Subject to Coercion or Fraud with Bill Benson & Judith Kozlowski Session Recording: https://youtu.be/myT4Pmfmtj0?si=f1TW520-KggupBip
National Training 2024 – PBGC Update Session Materials
Date Created: Nov 18, 2024
Document Type: National Training Materials
Plan Type: PBGC Trusteed Plans
Materials from PBGC Update Session Session Recording: https://youtu.be/2caWnoZa1Go?si=oRH9nT-4zKkqsXGA
National Training 2024 – QDRO Basics Session
Date Created: Nov 18, 2024
Document Type: National Training Materials
Legal Issues: QDROs/Divorce
Slides from QDRO Basics Session with Karen Donnelly.
Session Recording: https://youtu.be/erXBZHbZO8I?si=_Ksl_X9hSpJJIg1M
ERISA Basics Presentation – 6 20 2024
Date Created: June 20, 2024
Document Type: Training Materials
Norman Stein gives an overview of ERISA basics for new pension counseling project attorneys.
Watch Zoom Recording: https://youtu.be/uY7iOrE7oZk