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Intake form – South Central Pension Rights Project
Date Created: December 13, 2011
Document Type: Standard Intake or Process Document
Legal Issues: QDROs/Divorce
Client data form that requests important information about the client and the client's former spouse.
Intake form – South Central Pension Rights Project
Date Created: December 13, 2011
Document Type: Standard Intake or Process Document
Client data form that asks for important information about client and client's deceased spouse, the plan participant.
Memoranda on legal issue – New England Pension Assistance Project
Date Created: December 13, 2011
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Recoupment
We were representing the widow of a participant who had received a single-life benefit. We had successfully argued that the QJSA waiver was defective and ineffective, and the plan agreed that it needed to pay her the survivor benefit. It sought, however, to offset her benefit by the amounts her husband had been overpaid. This memo argues that a recovery against the surviving spouse is not permitted under those circumstances.
Satisfaction survey – Western States Pension Assistance Project
Date Created: December 13, 2011
Document Type: Standard Intake or Process Document
Standard satisfaction survey
PBGC FOIA information request – Mid-America Pension Rights Project
Date Created: December 12, 2011
Document Type: Document Requests
Plan Type: PBGC Trusteed Plans
This is a letter for a FOIA request, to be used by an ex-spouse non-participant to obtain information regarding participant benefits from the PBGC for a trusteed plan. In order for the non-participant ex-spouse to obtain information for use in drafting a QDRO, the PBGC requires a letter from the non-participant ex-spouse, notarized, with specific language regarding routine use of the information. This letter has the specific language required by the PBGC, and is the only information they will release to a non-participant ex-spouse.
Presentation on Women’s Retirement Security (September 12, 2011)
Date Created: September 12, 2011
Document Type: Training Materials
Planning for Future: What Working Women Need to Know About Pensions and Savings
Presentation by Rebecca Davis to National Womens Law Center on September 12, 2011 on Womens Retirement Security
Document request – South Central Pension Rights Project
Date Created: October 3, 2011
Document Type: Document Requests
Legal Issues: Lost Plans
Request to IRS for records under FOIA.
Document request – South Central Pension Rights Project
Date Created: October 3, 2011
Document Type: Document Requests
Plan Type: Multi-employer Plans
Initial letter to plan administrators requesting documents on behalf of client.
Document request – South Central Pension Rights Project
Date Created: October 3, 2011
Document Type: Document Requests
Legal Issues: Lost Plans
A follow up letter to the ERISA coorespondence group if they don't respond to the first request.
Document request – South Central Pension Rights Project
Date Created: October 3, 2011
Document Type: Document Requests
Plan Type: Single Employer DB
Legal Issues: Lost Plans
Request under FOIA to PBGC for documents, fillings related to terminated plan.