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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
Presentation – Pension Basics for MD Legal Aid, March 15, 2013
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
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
QDRO DB Plan Model
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
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
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
Memo discussing suspension of early retirement benefits outside the scope of ERISA ยง203(a)(3)(B) service.