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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
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
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
2015 National Training - South Central QDRO Project Outline
2015 National Training – NEPAP Fact Sheets on Financial Planning
Date Created: June 10, 2015
Document Type: Fact Sheet
2015 National Training - NEPAP Fact Sheets by Emily Brown on Financial Planning (Includes: Finding a Financial Planner; Leaving Former Employer with 401k Plan; Hardship Withdrawals and Loans; Getting the Most Out of Your 401k; Differences between DB and DC plans; Understanding Specialized Language of Retirement Plans)
2015 National Training – NEPAP Sample Closeout Letter Asking for Donation
Date Created: June 9, 2015
Document Type: National Training Materials
2015 National Training, Nuts & Bolts Session - NEPAP Sample Closeout Letter to Client Asking for Donation
2015 National Training – Presentation on Actuarial Principles for Pension Attorneys
Date Created: June 9, 2015
Document Type: National Training Materials
Legal Issues: Benefit Calculation
2015 National Training - Presentation by David Godofsky on Actuarial Principles for Pension Attorneys. Follows up the previous year's training on actuarial principles.
2015 National Training – NEPAP Letter to Phyllis Borzi on Recoupment
Date Created: June 8, 2015
Document Type: National Training Materials
Legal Issues: Recoupment
2015 National Training - NEPAP Letter to Phyllis Borzi on Recoupment (11/19/2013)
2015 National Training – Leveraging Amara Remedies during Claims and Appeals
Date Created: June 8, 2015
Document Type: Caselaw Updates & Summaries
2015 National Training Materials by Richard Shea and Jason Levy (Covington & Shea) - Leveraging Amara Remedies during Claims and Appeals
2015 National Training – Presentation: Navigating OPM: Challenges and Solutions
Date Created: June 8, 2015
Document Type: National Training Materials
Plan Type: Government Plans
2015 National Training - Presentation: Navigating OPM: Challenges and Solutions.
Denise Clark, Founder, Clark Law Group
John Hatton, Deputy Legislative Director, National Active and Retired Federal Employees Association
Richard Loeb, Adjunct Law Professor, University of Baltimore Law School
Includes: Slides; Western States OPM Case; and Two OPM Court Cases (Linton v OPM & Thomas v OPM)
2015 National Training Presentation – EBSA and PCIP as Complementary Participant Resources
Date Created: June 8, 2015
Document Type: National Training Materials
2015 National Training Presentation by :
Debra Golding, Consumer and Compliance Outreach & Education, EBSA
Jean Bracken, Senior Technical Advisor, Office of Outreach, Education and Assistance, EBSA