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2014 National Training – Handout on Supreme Court Cases Impacting PCIP Clients
Date Created: April 24, 2014
Document Type: Caselaw Updates & Summaries
2014 National Training, Handout from Norman Stein & Scott Macey on Supreme Court Cases Impacting Pension Clients.
Summaries include: Dudenhoeffer v Fifth Third Bancorp; US Airways v McCutcheon; Heimeshoff v. Hartford Life; Cigna Corp. v Amara; Hardt v Reliance Standard Life Insurance Co.; U.S. v Windsor
2014 National Training Presentation on Actuarial Principles
Date Created: April 30, 2014
Document Type: National Training Materials
Legal Issues: Benefit Calculation
2014 National Training Presentation by David Godofsky, Ellen Kleinstuber, and Bill Rapp on actuarial principles for pension attorneys
Claim for benefits – New England Pension Assistance Project
Date Created: March 31, 2014
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Vesting & Accrual
Cient had served in military during the Vietnam War from 1972 to 1974. Both before and after the military service, he worked for the same employer. We argued that he was entitled to vesting credit for the two years of military service, pursuant to the VVRA (Vietnam Veterans Re-employment Act), which was the predecessor of USERRA.
Affidavit or declaration – Mid-Atlantic Pension Rights Project
Date Created: February 4, 2014
Document Type: Standard Intake or Process Document
This is a financial resources questionnaire modeled after the one produced by OPM for use in claiming hardship.
Memoranda on legal issue – Western States Pension Assistance Project
Date Created: December 19, 2013
Document Type: Caselaw Updates & Summaries
Plan Type: Government Plans
Legal Issues: Recoupment
An overview of overpayment issues in major Califonia public pension systems.
Other substantive document – Western States Pension Assistance Project
Date Created: December 19, 2013
Document Type: Document Requests
Plan Type: Single Employer DB
Legal Issues: Benefit Cuts/Suspensions
Brief letter in response to notice of overpayment. The letter seeks to obtain (1) proper notice of the determination of overpayment, and (2) information connected with the determination. Formatting issues due to pdf -> Word conversion. Email any questions to Western States for more context.
Presentation: ERISA Denial of Benefits Litigation (May 14, 2013)
Date Created: May 14, 2013
Document Type: Training Materials
Plan Type: Multi-employer Plans
Legal Issues: Procedural Issues
Presentation on ERISA Denial of Benefits Litigation given on May 14, 2013
Affidavit or declaration – Pension Rights Center
Date Created: May 23, 2013
Document Type: Plan Forms
Plan Type: Government Plans
Legal Issues: Recoupment
This document is a Financial Resources Questionnaire provided by OPM to participants who have been overpaid and who seek to reduce the amount that is recouped from their monthly benefit payments because the current recoupment amount causes a financial hardship. It asks retirees to summarize their monthly income and expenses in order to determine how much the retiree can afford to pay toward the recoupment each month. This form could potentially be a helpful tool in any recoupment case because it can be used as a checklist of factors upon which a client can base a hardship waiver argument.
Appeal of benefit denial – Mid-America Pension Rights Project
Date Created: April 17, 2013
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Recoupment
recoupment appeal memorandum
2013 National Training – Case Sharing – NY Project Appeal in PBGC Omitted Participant Case
Date Created: April 25, 2013
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Omitted Participants
2013 National Training - Case Sharing - NY Project Appeal in PBGC Omitted Participant Case