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Social Security Integration and Permitted Disparity
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
OPM Financial Resources Questionnaire
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
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