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National Training 2025 – Case Sharing – Stephen Morris case
Date Created: Oct 29, 2025
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: QDROs/Divorce
Stephen Morris case involving a post death QDRO in a multiemployer plan Recording: https://youtu.be/pC-KbQiZVT4
National Training 2025 – Case Sharing – Rose Scollard case
Date Created: Oct 29, 2025
Document Type: National Training Materials
Plan Type: PBGC Trusteed Plans
Legal Issues: Omitted Participants
Rose Scollard (Trellis) discusses an omitted participant case where the participant was left off the rolls in a standard termination and Rose got the participant a benefit from PBGC. Recording: https://youtu.be/pC-KbQiZVT4
National Training 2025 – Case Sharing – Roger Curme case
Date Created: Oct 29, 2025
Document Type: National Training Materials
Plan Type: Single Employer DB
Legal Issues: Benefit Calculation
Roger Curme case involving a calculation dispute
Recording: https://youtu.be/pC-KbQiZVT4
National Training 2025 – Case Sharing – David Bonello case
Date Created: Oct 29, 2025
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Benefit Calculation
Dave Bonello case involving an appeal to Delta Airlines over an calculation dispute regarding an distribution being made after normal retirement age.
Recording: https://youtu.be/pC-KbQiZVT4
National Training 2025 – Case Sharing – Actuarial Adjustments
Date Created: Oct 29, 2025
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: Benefit Calculation
Jim Holland (Cheiron/retired IRS) gave a presentation on actuarial adjustments in pension plans for distributions after normal retirement age.
Recording: https://youtu.be/pC-KbQiZVT4
National Training 2025 – QDROs and Spousal Rights
Date Created: Oct 29, 2025
Document Type: National Training Materials
Plan Type: DC Plans
Legal Issues: QDROs/Divorce
Joyce Mader, Chris Dagg, and Martin Bolt give presentation on QDROs and spousal rights. Recording: https://youtu.be/yssiDEXBknc
National Training 2025 – Defined Contribution Plans – Common Questions
Date Created: Oct 29, 2025
Document Type: National Training Materials
Plan Type: DC Plans
Legal Issues: Distributions & Form Benefit
Richard Shea and Lydia Marik (Covington & Burling) and Jason Levy (Great Gray Trust) give a presentation on DC plans and common legal questions involved. Recording: https://youtu.be/_ikU7at1uTU
National Training 2025 – ACH Reversions Session
Date Created: Oct 29, 2025
Document Type: National Training Materials
Legal Issues: Recoupment
Cari Conahan (NACHA) gives presentation on ACH reversions and what consumers can do and what their rights are. Recording: https://youtu.be/GDlEs8Cq2fs
National Training 2025 – Federal Pensions Overview
Date Created: Oct 29, 2025
Document Type: National Training Materials
Plan Type: Government Plans
Legal Issues: Distributions & Form Benefit
Tammy Flanagan (RetireFederal.com) gives a presentation on federal pensions and the claims process. Recording: https://youtu.be/YaUsh6XInbg
National Training 2025 – Social Security overview and offsets
Date Created: Oct 29, 2025
Document Type: National Training Materials
Nancy Altman and Norman Stein give presentation on SSA benefits and offsets. Recording: https://youtu.be/47jf8f6oq30