Plan Types:
Legal Issues:
Document Types:

Upload Document

PBGC Hardship Waiver Form
Date Created: March 1, 2012
Document Type: Plan Forms
Plan Type: PBGC Trusteed Plans
Legal Issues: Recoupment
Checklist of Qualification Provisions that Apply to Governmental Plans
Date Created: March 1, 2012
Document Type: Training Materials
Plan Type: Government Plans
IRS Publications 778 – Guides for Qualification of Pension, Profit Sharing and Stock Bonus Plans
Date Created: March 1, 2012
Document Type: Fact Sheet
Plan Type: Government Plans
Publication that may be helpful when looking for regulatory guidance on Pre-ERISA plans
ERISA: An Overview
Date Created: March 1, 2012
Document Type: Fact Sheet
Plan Type: Multi-employer Plans
Basic fact sheet on ERISA and its major provisions
Can your Creditors Get to your Retirement Assets?
Date Created: March 1, 2012
Document Type: Fact Sheet
Plan Type: DC Plans
Legal Issues: Garnishment
Benefit Restrictions in Underfunded Single-Employer Plans
Date Created: March 1, 2012
Document Type: Fact Sheet
Plan Type: Multi-employer Plans
Legal Issues: Benefit Cuts/Suspensions
Benefit Payments: Types
Date Created: March 1, 2012
Document Type: Fact Sheet
Basic fact sheet on types of distributions offered by pension plans
PBGC Forgotten Participant Affidavit (woodwork cases)
Date Created: March 1, 2012
Document Type: Plan Forms
Legal Issues: Omitted Participants
Template affidavit for Participants to Submit to PBGC in woodwork cases
PCIP Communications Toolkit
Date Created: September 22, 2012
Document Type: Training Materials
48 page booklet of useful tips for outreach, including template letters that projects can use
Intake form – New England Pension Assistance Project
Date Created: August 27, 2012
Document Type: Standard Intake or Process Document
This is the standard intake form which we use for all client requests for assistance.