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2013 National Training – 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 - NY Project Appeal in PBGC omitted Participant Case
2013 National Training – NEPAP Presentation on PBGC Omitted Participant Cases
Date Created: April 25, 2013
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Omitted Participants
2013 National Training - NEPAP Presentation on PBGC Omitted Participant Cases
2013 National Training Presentation – Document Retention
Date Created: April 26, 2013
Document Type: Document Requests
Plan Type: Multi-employer Plans
Legal Issues: Procedural Issues
2013 National Training Presentation by Emily Spreiser on Document Retention
2013 National Training – Retirement Equity Act Revisited – Historical Materials
Date Created: April 25, 2013
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: Spousal Consent
2013 National Training Session: Retirement Equity Act Revisited with Phyllis Borzi, Karen Ferguson, Barbara Kennelly, and Anne Moran. PDF of Historical Materials: President Ronald Reagan's signing statment, major provisions of the Retirement Equity Act, Tricia Tice testimony before House Committee on Ways and Means, Geraldine Compton testimony before the House Committee on Ways and Means, 1984 New York Times article: Pension Measure Passed by Senate Would Aid Women.
2013 National Training – Case Sharing – NY Project Case Against NYCERS
Date Created: April 24, 2013
Document Type: Claim & Appeal Letters
Plan Type: Government Plans
Legal Issues: Participation/Coverage
2013 National Training - Case Sharing - NY Project Case Against NYCERS - Plan erroneously paid refund of contributions to wrong person
2013 National Training – WSPAP Claim Letter – Seeking Overpayment Waiver from CalPERS
Date Created: April 24, 2013
Document Type: Claim & Appeal Letters
Plan Type: Government Plans
Legal Issues: Recoupment
2013 National Training - WSPAP Claim Letter - Seeking Overpayment Waiver from CalPERS.
2013 National Training – WSPAP Claim Letters – Unite HERE Pension – Retroactive benefit claim
Date Created: April 24, 2013
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Retroactive Benefit
2013 National Training - Case Sharing - Western States Claim Letters - Long Beach hotel Employees Retirement Fund - Claim for Retroactive benefit
2013 National Training – Presentation by Ohio Office on Successful Recoupment Case
Date Created: April 24, 2013
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: Recoupment
2013 National Training - Presentation by Jean Spring (Ohio Office) on successful recoupment case
2013 National Training – PBGC Site Visit Presentations on PBGC Programs
Date Created: April 24, 2013
Document Type: National Training Materials
Plan Type: PBGC Trusteed Plans
Legal Issues: Plan Termination & Freezes
2013 National Training - PBGC Site Visit Presentations on PBGC Programs, Includes presentation by Bruce Perlin on Multiemployer Program, presentation by Rob Jones on Plan Terminations, and presentation by Mike McIntyre on FOIA office.
2013 National Training – Presentation and Handout – Retaliation, Interference, and Pension Benefits – Claims Under ERISA Section 510
Date Created: April 24, 2013
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: ERISA 510 Claim
2013 National Training - Presentation and Handout by Kirsten Scott (Lewis Feinberg) - Retaliation, Interference, and Pension Benefits - Claims Under ERISA Section 510