Presentation – Pension Basics for MD Legal Aid, March 15, 2013
Date Created: March 15, 2013
Document Type: Training Materials
Date Created: March 15, 2013
Document Type: Training Materials
Presentation by PRC to Maryland Legal Aid on Pension Basics, Held on March 15, 2013.
List of Participant Disclosures
Date Created: March 15, 2013
Document Type: Training Materials
Date Created: March 15, 2013
Document Type: Training Materials
Fact sheet listing disclosures participants can request. The following list is loosely based on the list presented by Eugene Holmes of Proskauer Rose during an ABA teleconference on disclosure. The list below is more comprehensive and detailed, including most required participant disclosures. Many disclosures have overlapping DOL and IRS jurisdictions, so the groupings below are not absolute. Often DOL is responsible for the notice and IRS for interpretation.
Beneficiary Designations – Examples of Plan Language
Date Created: March 15, 2013
Document Type: Training Materials
Legal Issues: Survivor Benefits
Date Created: March 15, 2013
Document Type: Training Materials
Legal Issues: Survivor Benefits
QDRO DB Plan Model
Date Created: March 15, 2013
Document Type: Plan Forms
Plan Type: Single Employer DB
Legal Issues: QDROs/Divorce
Date Created: March 15, 2013
Document Type: Plan Forms
Plan Type: Single Employer DB
Legal Issues: QDROs/Divorce
Model QDRO for dividing a benefit in defined benefit plan with terms explained
QDRO DC Plan Model
Date Created: March 15, 2013
Document Type: Plan Forms
Plan Type: DC Plans
Legal Issues: QDROs/Divorce
Date Created: March 15, 2013
Document Type: Plan Forms
Plan Type: DC Plans
Legal Issues: QDROs/Divorce
Model QDRO for dividing a defined contribution benefit with terms explained.
Claim for benefits – Upper Midwest Pension Rights Project
Date Created: December 14, 2012
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Recoupment
Date Created: December 14, 2012
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Recoupment
This is a Recoupment action and a Claim filed objecting to the Plan's Recoupment Action.
Memoranda on legal issue – Pension Rights Center – NPARC
Date Created: December 4, 2012
Document Type: Caselaw Updates & Summaries
Plan Type: Multi-employer Plans
Legal Issues: Benefit Cuts/Suspensions
Date Created: December 4, 2012
Document Type: Caselaw Updates & Summaries
Plan Type: Multi-employer Plans
Legal Issues: Benefit Cuts/Suspensions
Memo discussing suspension of early retirement benefits outside the scope of ERISA ยง203(a)(3)(B) service.
Social Security Integration and Permitted Disparity
Date Created: March 1, 2012
Document Type: Fact Sheet
Legal Issues: Benefit Cuts/Suspensions
Date Created: March 1, 2012
Document Type: Fact Sheet
Legal Issues: Benefit Cuts/Suspensions
Fact sheet on the legal ramifications of pension plans that offset benefits via social security integration
Unfair Pension Takebacks – What can Be Done to Protect Retirees
Date Created: March 1, 2012
Document Type: Fact Sheet
Plan Type: Multi-employer Plans
Legal Issues: Recoupment
Date Created: March 1, 2012
Document Type: Fact Sheet
Plan Type: Multi-employer Plans
Legal Issues: Recoupment
OPM Financial Resources Questionnaire
Date Created: March 1, 2012
Document Type: Plan Forms
Plan Type: Government Plans
Legal Issues: Recoupment
Date Created: March 1, 2012
Document Type: Plan Forms
Plan Type: Government Plans
Legal Issues: Recoupment
Hardship waiver template for submitting to OPM in recoupment cases