Appeal of benefit denial – New England Pension Assistance Project
Date Created: September 18, 2014
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Benefit Cuts/Suspensions
Date Created: September 18, 2014
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Benefit Cuts/Suspensions
This appeal was filed because our client, who had been receiving survivor's benefits for 23 years, was notified by the plan that a recent review determined that her late husband had never been vested and her benefits were being stopped. We challenged the plan's determination and lack of evidence to reverse previous decision. The plan reinststed her benefit.
Claim for benefits – Pension Rights Center
Date Created: August 29, 2014
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Recoupment
Date Created: August 29, 2014
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Recoupment
Successful claim for benefits seeking waiver of recoupment based on IRS Revenue Procedure 2013-12 and 2 DOL Advisory Opinions regarding when a recoupment action is or is not prudent and/or reasonable. Letter also discusses hardship and plan's breach of fiduciary duty.
Intake form – Pension Rights Center – NPARC
Date Created: August 26, 2014
Document Type: Standard Intake or Process Document
Date Created: August 26, 2014
Document Type: Standard Intake or Process Document
To help PCIP staff obtain important demographic information, PRC has created this sample intake questionnaire that can be sent to clients along with engagement forms.
Claim for benefits – New England Pension Assistance Project
Date Created: August 1, 2014
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Omitted Participants
Date Created: August 1, 2014
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Omitted Participants
This is a sample letter to be sent to the PBGC when a client has been omitted from a standard termination. The letter needs to argue and provide proof that: the client was vested; the client did not receive lump sum distribution at time of termination; and that no annuity was purchased for the payment of client's future benefits. If all this is satisfactoriy proven, the PBGC should pay the benefit, which it guarantees.
Claim for benefits – New England Pension Assistance Project
Date Created: July 21, 2014
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Omitted Participants
Date Created: July 21, 2014
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Omitted Participants
We filed this claim a few months ago on behalf of a client who was employedby the plan sponsor, but not yet vested, on the date of the standard termination of the plan. We argued that under I.R.C. 411(d)(3), she should have become fully vested in the portion of the benefit accrued at the date of termination. Haven't gotten a response yet, but thought this letter might be useful to others.
2014 National Training – SCPRP Case Sharing – Municipal Pension Case
Date Created: May 2, 2014
Document Type: National Training Materials
Plan Type: Government Plans
Legal Issues: Recoupment
Date Created: May 2, 2014
Document Type: National Training Materials
Plan Type: Government Plans
Legal Issues: Recoupment
2014 National Training - SCPRP Case Sharing by Roger Curme - TMRS Municipal Pension Overpayment Case
2014 National Training: WSPAP Presentation on SEIU Vesting Dispute
Date Created: May 2, 2014
Document Type: National Training Materials
Plan Type: Single Employer DB
Legal Issues: Vesting & Accrual
Date Created: May 2, 2014
Document Type: National Training Materials
Plan Type: Single Employer DB
Legal Issues: Vesting & Accrual
2014 National Training: WSPAP Presentation: A Tale of Contiguous noncovered service (SEIU Case Involving a Vesting Dispute)
2014 National Training – Case Sharing – NEPAP Successful Appeal to PBGC
Date Created: May 2, 2014
Document Type: Claim & Appeal Letters
Plan Type: PBGC Trusteed Plans
Legal Issues: Participation/Coverage
Date Created: May 2, 2014
Document Type: Claim & Appeal Letters
Plan Type: PBGC Trusteed Plans
Legal Issues: Participation/Coverage
2014 National Training, Case Sharing by Jeanne Medeiros, NEPAP Successful Appeal to PBGC re Participant Coverage
2014 National Training – Presentation on Effective Writing
Date Created: May 1, 2014
Document Type: National Training Materials
Date Created: May 1, 2014
Document Type: National Training Materials
2014 National Training - Presentation by Kate Sylvester, Tips on Effective Writing (32 pages)
2014 National Training – Discussion and Recommendations on Calculating PCIP Recoveries
Date Created: April 30, 2014
Document Type: National Training Materials
Legal Issues: Procedural Issues
Date Created: April 30, 2014
Document Type: National Training Materials
Legal Issues: Procedural Issues
2014 National Training - Nuts & Bolts discussion and recommendations on calculating PCIP recoveries, includes memo on recoveries and suggested guidelines for recoveries.