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Presentation on 457 & Top Hat Plans
Date Created: Apr 24, 2024
Document Type: Training Materials
Plan Type: Non-Qualified Plans
PRC Presentation to PCIP on 457 Plans and Top Hat Plans Watch Zoom Recording: https://youtu.be/4NJ_4s3ekkA
2023 National Training – Mid-Atlantic Project – QDRO Case
Date Created: Nov 20, 2023
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: QDROs/Divorce
2023 National Training – Mid-Atlantic Project – QDRO Case Against Verizon Watch Zoom Recording: https://youtu.be/0Q_uy06gOhs
2023 National Training – Mid-Atlantic Project – Dueling Widows Case
Date Created: Nov 20, 2023
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Survivor Benefits
2023 National Training - Mid-Atlantic Project - Dueling Widows Case Watch Zoom Recording: https://youtu.be/0Q_uy06gOhs
2023 National Training – Case Sharing – Trellis Project Western Conference of Teamsters Case
Date Created: Nov 20, 2023
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Spousal Consent
2023 National Training – Case Sharing – Trellis Project Western Conference of Teamsters Case for Widow Watch Zoom Recording: https://youtu.be/0Q_uy06gOhs
2023 National Training – Case Sharing – New England Project United Textile Workers Case
Date Created: Nov 20, 2023
Document Type: National Training Materials
Plan Type: Single Employer DB
Legal Issues: Plan Termination & Freezes
2023 National Training – Case Sharing – New England Project United Textile Workers Case Watch Zoom Recording: https://youtu.be/0Q_uy06gOhs
2023 National Training – Case Sharing – South Central QDRO Cases
Date Created: Nov 20, 2023
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: QDROs/Divorce
2023 National Training - Case Sharing - South Central QDRO Cases Watch Zoom Recording: https://youtu.be/0Q_uy06gOhs
2023 National Training – Legislative & Regulatory Update Session
Date Created: Nov 20, 2023
Document Type: Legislative Updates & Summaries
Plan Type: Multi-employer Plans
Legal Issues: Lost Plans
2023 National Training - Legislative & Regulatory Update Session - Handout - Technical Corrections
Watch Zoom Recording: https://youtu.be/_E0aQgC4Zl8
2023 National Training – Secure 2.0 – Recovery of Overpayments
Date Created: Nov 20, 2023
Document Type: Legislative Updates & Summaries
Plan Type: Multi-employer Plans
Legal Issues: Recoupment
2023 National Training - Secure 2.0 - Slides from Recovery of Overpayments Session Watch Zoom Recording: https://youtu.be/0TDjI4BKFnY
2023 National Training – Case Law Update
Date Created: Nov 20, 2023
Document Type: Caselaw Updates & Summaries
Plan Type: DC Plans
Legal Issues: Funding & Contributions
2023 National Training - Handout from Case Law Update with Paul Secunda Watch Zoom Recording: https://youtu.be/hjvJQCDQ7Qs
2023 National Training – Plan Documents and Appeals Procedures Session
Date Created: Nov 20, 2023
Document Type: National Training Materials
Plan Type: DC Plans
Legal Issues: Procedural Issues
2023 National Training - Plan Documents and Appeals Procedures Session - Slides
Watch Zoom Recording: https://youtu.be/C12TzADO4Uc