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2016 National Training – Case Sharing – WSPAP Lost Plan Case
Date Created: June 2, 2016
Document Type: Document Requests
Plan Type: Single Employer DB
Legal Issues: Lost Plans
2016 National Training - Case Sharing - WSPAP Lost Plan Case (Reliance Electric & Rockwell Automation)
2016 National Training – Case Sharing – WSPAP – Lost Plan Case
Date Created: June 2, 2016
Document Type: Document Requests
Plan Type: Single Employer DB
Legal Issues: Lost Plans
2016 National Training - Case Sharing - WSPAP - Lost Plan Case (Session: Case Sharing: Who’s Responsible for this Benefit? Corporate Restructuring, Third Party Administrators)
2016 National Training – Presentation on Workplace Wellness
Date Created: June 2, 2016
Document Type: National Training Materials
2016 National Training - Presentation: Office Wellness: Avoiding Injury and Combatting Fatigue
2016 National Training – Presentation – Counseling for Defined Contribution Plan Participants
Date Created: June 2, 2016
Document Type: National Training Materials
Plan Type: DC Plans
2016 National Training - Presentation by Richard Shea & Jason Levy (Covington & Burling) - Counseling for Defined Contribution Plan Participants - Slides.
2016 National Training – Memo from Session on Connecting Participants with Their Benefits
Date Created: June 1, 2016
Document Type: National Training Materials
Legal Issues: Lost Plans
2016 National Training - Memo from Session on Connecting Participants with Their Benefits. Includes: Memo; Field Assistance Bulletin 2014-01; Form 8955 SSA; IRS FAQ Regarding Form 8955-SSA; PBGC Premium Filing Form; FDIC Search Results Handout
2016 National Training – Case Sharing – NEPAP
Date Created: June 1, 2016
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Benefit Cuts/Suspensions
2016 National Training - Case Sharing - NEPAP Suspension of Benefits Appeal
2016 National Training – Case Sharing – WSPAP Case Appeal Disability Denial
Date Created: June 1, 2016
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Procedural Issues
2016 National Training - Case Sharing - WSPAP Case Appeal Disability Denial
2016 National Training – Case Sharing – WSPAP – Requesting Interest on Retro Lump Sum
Date Created: June 1, 2016
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Retroactive Benefit
2016 National Training - Case Sharing - WSPAP Case Seeking Retroactive Benefits
2016 National Training Presentation – Addressing the Needs of Clients Participating in ESOPs
Date Created: June 1, 2016
Document Type: National Training Materials
Plan Type: ESOPs
2016 National Training Presentation by Ted Scallet (EascoLaw) - Addressing the Needs of Clients Participating in ESOPs. Includes: Slides, Sierra Aluminum Settlement; ESOP Participant Rights Handout; and Fact Sheet; ESOPs - Are they worth the risk
2016 National Training – Presentation on Deciding When to Retire – Legal Constraints
Date Created: June 1, 2016
Document Type: National Training Materials
Legal Issues: Distributions & Form Benefit
2016 National Training - Presentation by Bill Bortz on Deciding When to Retire - Legal Constraints, includes slides and memo involving retirement after age 65 or after RMD age