Shared Materials Library

Client's late husband had never received his benefit from plan prior to passing away at age 79. This letter constitutes a claim for benefits payable to his estate from the time he attained Required Minimum Distribution age until the time of his death. We had previously filed a claim for his widow to receive her survivor's benefit. Both claims were successful.

2012 National Training - Presentation by Louis Mazawey at Groom Law on Special Issues with Public Pension Plans, includes PRC fact sheet on spousal issues in public plans

2012 National Training Materials - Sample letter appealing a plans request for church plan determination and includes IRS church plan revenue ruling

2012 National Training Presentation by Keightley & Ashner on Dealing with PBGC on Participant Issues and materials (Article on Termination of Pension Plans During a Bankruptcy Reorganization)

2012 National Training, Presentation by Marshal Willick on Military Retirement and Divorce, includes presentation and materials (Divorcing the Military: How to Attack, How to Defend - Treatise, Checklist for Military Retirement Cases; Model Clauses set; Military allowances for child-spousal support; Military retirement militant groups; Alphabet Soup CLE)

2012 National Training Presentation by Denise Clark and Elizabeth Hopkins - Litigation Update (Cigna v Amara)

2012 National Training - Presentation by Gary Stone on Statute of Limitations in Pension Cases (includes overview and decision in Thompson v Retirement Plan for Employees of S.C. Johnson & Son)

2012 National Training: Case Sharing - NEPAP Successful Appeal in case where plan claims participant was previously paid out

WSPAP Appeal to MSPB for Survivor Benefit to Alternate Payee