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Expectation or engagement letter – Pension Rights Center – NPARC
Date Created: April 29, 2011
Document Type: Standard Intake or Process Document
This letter accompanied a client authorization form and explained that the representation would be of limited scope.
Referral or instruction letter – Pension Rights Center – NPARC
Date Created: April 29, 2011
Document Type: Other Correspondence
Legal Issues: Lost Plans
A version of the standard letter we enclose when recommending that a client obtain earnings history through the Social Security Administration (SSA). This letter recommends that clients get a history for the entire time with the employer plus a year before and after.
2011 National Training – Case Sharing – UMPRP Appeal and Affidavit re Survivor Benefit
Date Created: April 1, 2011
Document Type: National Training Materials
Plan Type: Single Employer DB
Legal Issues: Survivor Benefits
2011 National Training - Case Sharing Material presented by UMPRP re appeal for survivor beneifts in a case involving a participant who lied in order to get single life annuity lump sum.
WSPAP Appeal Letter for Survivor Benefits
Date Created: March 23, 2011
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Survivor Benefits
WSPAP Appeal Letter for Survivor Benefits - Case Sharing Material from 2011 National Training
2011 National Training – Case Sharing – SCPRP Appeal in RRB Overpayment Case
Date Created: January 10, 2011
Document Type: Claim & Appeal Letters
Plan Type: Railroad
Legal Issues: Recoupment
2011 National Training - Case Sharing Material - South Central Appeal to RRB in Overpayment Case with Successful Waiver
2011 National Training – Case Sharing – OH Project Claim for Benefits
Date Created: October 1, 2010
Document Type: National Training Materials
Plan Type: Single Employer DB
Legal Issues: Lost Plans
2011 National Training - Case Sharing - OH Project Claim for Benefits
2011 National Training – Case Sharing – NY Project Case Involving Client Identity
Date Created: October 13, 2010
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: Procedural Issues
2011 National Training - Case Sharing Materials presented by NY Project Case Involving Client Identity to claim benefits.
UMPRP Appeal to Multi Plan re QDRO Procedures
Date Created: October 28, 2010
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: QDROs/Divorce
2011 National Training Case Sharing - UMPRP Appeal to Multiemployer Plan re QDRO Procedures
2010 National Training: Case Sharing – Mid-America case – Working after NRA
Date Created: September 22, 2010
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: Retroactive Benefit
2010 National Training Presentation During Case Sharing by Jean Spring Mid-America Project on a Case Involving a Client Who Worked After Normal Retirement Age
2010 National Training: Presentation on Current Issues with Church Plans
Date Created: September 22, 2010
Document Type: National Training Materials
Plan Type: Church Plans
2010 National Training Presentation by PRC's Eric Loi on Current Issues with Church Pension Plans