Memoranda on legal issue – New England Pension Assistance Project
Date Created: June 16, 2016
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Recoupment
Date Created: June 16, 2016
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Recoupment
This is our basic letter requesting waiver of overpayment. It is very broad and includes many bases for requesting the overpayment - the kitchen sink approach. They may not all be applicable.
Pension Advances Fact Sheet
Date Created: March 1, 2015
Document Type: Fact Sheet
Legal Issues: Distributions & Form Benefit
Date Created: March 1, 2015
Document Type: Fact Sheet
Legal Issues: Distributions & Form Benefit
2015 National Training – Case Sharing – UMPRP Spousal Waiver Case
Date Created: June 10, 2015
Document Type: National Training Materials
Plan Type: Single Employer DB
Legal Issues: Spousal Consent
Date Created: June 10, 2015
Document Type: National Training Materials
Plan Type: Single Employer DB
Legal Issues: Spousal Consent
2015 National Training - Case Sharing - UMPRP Spousal Waiver Case.
2015 National Training – Case Sharing – NEPAP Overpayment Appeal
Date Created: June 10, 2015
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Recoupment
Date Created: June 10, 2015
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Recoupment
2015 National Training - Case Sharing - NEPAP Survivir Claim Appeal and Request for Overpayment Waiver
2015 National Training – Case Sharing – NEPAP Appeal re Retroactive Benefit
Date Created: June 10, 2015
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Retroactive Benefit
Date Created: June 10, 2015
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Retroactive Benefit
2015 National Training - Case Sharing - NEPAP Successful Appeal re Retroactive Benefit
2015 National Training – Case Sharing – WSPAP Overpayment Case
Date Created: June 10, 2015
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Recoupment
Date Created: June 10, 2015
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Recoupment
2015 National Training - Case Sharing - WSPAP Overpayment Case - Appeal Denied.
2015 National Training – Case Sharing – SCPRP Settlement Agreement
Date Created: June 10, 2015
Document Type: National Training Materials
Plan Type: Single Employer DB
Legal Issues: Benefit Calculation
Date Created: June 10, 2015
Document Type: National Training Materials
Plan Type: Single Employer DB
Legal Issues: Benefit Calculation
2015 National Training - Case Sharing - SCPRP Settlement Agreement
2015 National Training – Case Sharing – WSPAP Case – Vesting in Maritime Industry
Date Created: June 10, 2015
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: Vesting & Accrual
Date Created: June 10, 2015
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: Vesting & Accrual
2015 National Training - Case Sharing by Bradley Showman, WSPAP Case - Vesting in Maritime Industry
2015 National Training – Materials: Tips for Delivering Difficult News to Clients
Date Created: June 10, 2015
Document Type: National Training Materials
Date Created: June 10, 2015
Document Type: National Training Materials
2015 National Training - Materials from Session: Tips for Delivering Difficult News to Clients. Presentation by Gail Webb, Mid-America Project. (Includes Tips; Goodyear Case Example; and Example Letters)
2015 National Training – South Central QDRO Project Outline
Date Created: June 8, 2015
Document Type: National Training Materials
Legal Issues: QDROs/Divorce
Date Created: June 8, 2015
Document Type: National Training Materials
Legal Issues: QDROs/Divorce
2015 National Training - South Central QDRO Project Outline