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Referral or instruction letter – Western States Pension Assistance Project
Date Created: June 28, 2011
Document Type: Closure Letter
Legal Issues: Benefit Calculation
closing letter and referral
Closure letter – Pension Rights Center – NPARC
Date Created: June 24, 2011
Document Type: Closure Letter
Plan Type: Pre-ERISA
This closure letter concluded an unfortunate Pre-ERISA case. The client worked for 23 years but the plan did not provide a deferred vested benefit for participants who left employment before age 60. The only consolation was to explain that ERISA changed the law to help future workers.
Closure letter – Pension Rights Center – NPARC
Date Created: June 24, 2011
Document Type: Closure Letter
This closure letter doubled as solicitation for a contribution following a victory where we collected over $90,000 for our client. Closure letters are a good way to broach a request for donation from former clients.
Closure letter – Pension Rights Center – NPARC
Date Created: June 24, 2011
Document Type: Closure Letter
This is a closure letter that was sent to a difficult client. He wanted service credit for all years that he was a union member, regardless of time worked, a disability pension that fully replaced his salary, and credit for time worked while strike-breaking. The case was closed upon an agreement to disagree. He was entitled to a benefit, but refused to take it.
Example of Plan Document Requests (June 22, 2011)
Date Created: June 22, 2011
Document Type: Document Requests
Templates for plan document requests
Example of Appeal of Benefit Denial (June 22, 2011)
Date Created: June 22, 2011
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Benefit Calculation
Template for an appeal denial written by PRC
WSPAP Example Claim for Survivor Benefits (June 22, 2011)
Date Created: March 23, 2011
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Survivor Benefits
Western States Project example of survivor benefit claim
Sample Declaration/Affidavit (June 22, 2011)
Date Created: June 22, 2021
Document Type: Other Correspondence
Example of Notarized Affidavit
Statute of Limitations Under ERISA (June 22, 2011)
Date Created: June 22, 2011
Document Type: Fact Sheet
Plan Type: Multi-employer Plans
Legal Issues: Procedural Issues
Fact sheet listing statute of limitations for all 50 states
Understanding Pension Rights Presentation, June 22, 2011
Date Created: June 22, 2011
Document Type: Training Materials
Presentation given by John Hotz and Justin Freeman on June 22, 2011 to National Consumer Law Center on Pension Rights