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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
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
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
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
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
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
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
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
2015 National Training - Case Sharing - SCPRP Settlement Agreement