Shared Materials Library

Example of Notarized Affidavit

Fact sheet listing statute of limitations for all 50 states

Presentation given by John Hotz and Justin Freeman on June 22, 2011 to National Consumer Law Center on Pension Rights

Brochure for clients to explain how they can calculate their pension.

This claim which we called an amended claim in order to preserve our right to appeal was submitted after the plan gave us an inadequate denial from our initial claim. After speaking with the plan administrator, we amended the claim to address their new accusations that not only did they not owe our client any additional benefits, but that she had in fact been overpaid and owed the plan money. They argued that our client was never a full time employee of the sponsoring employer rather she was a part-time employee for two separate businesses despite the fact that she sat at the same desk and performed the same job function regardless of who paid her. After doing some research we also discovered that there were several entities incorporated in several different states and one in a Carribbean country. The plan quickly gave in to our claim for benefits after receiving this amended claim.

Document request to a multiemployer plan about a disability pension.

This is a second request for documents sent after the first request was not responded to in a timely fashion. This letter was also sent to the DOL and the plan over-nighted the requested documents the day the request was received.

This is a basic document request to the PBGC. Notice it is ghost written so that the client sent the request.

This is a ghost written document request.

FOIA request to the PBGC seeking termination documents.