2010 Training: Presentation on Media Messaging
Date Created: September 21, 2010
Document Type: National Training Materials
Date Created: September 21, 2010
Document Type: National Training Materials
2010 National Training Presentation by Kelly Kenneally at NIRS: "Getting Your Message Across Confidently and Effectively"
2010 Training: Issue Spotting in DC Plans
Date Created: September 21, 2010
Document Type: National Training Materials
Plan Type: DC Plans
Date Created: September 21, 2010
Document Type: National Training Materials
Plan Type: DC Plans
2010 National Training Session, Presentation by Ron Kravitz and Ellen Bruce. Materials include: Issue Spotting in DC Plans, Katziff press release, Katziff BNA Article, Beverly Statement, Beverly Stable Value Fund Information, Objection to Beverly Plan, Beverly Individual Analyses, Braden v. Wal Mart, Haddock v. Nationwide, Hecker v. Deere, Phones Plus v. Hartford, Tibble v. Edison.
2010 Training: Financial Counseling for Pension Clients (Recoupment and Recoveries)
Date Created: September 20, 2010
Document Type: National Training Materials
Date Created: September 20, 2010
Document Type: National Training Materials
September 20, 2010 National Training Presentation by Leslie Linfield (Institute for Financial Literacy) on financial counseling for pension clients. Includes powerpoint slides and budget worksheet handouts
2010 Training: Presentation on Nationwide Outreach
Date Created: September 20, 2010
Document Type: National Training Materials
Date Created: September 20, 2010
Document Type: National Training Materials
September 20, 2010 Presentation by Weber Shandwick on Nationwide Outreach
2010 Training: Regs to Riches Session
Date Created: September 20, 2010
Document Type: National Training Materials
Date Created: September 20, 2010
Document Type: National Training Materials
September 20, 2010 National Training Session by John Nichols on Helpful Regulations in ERISA Claims
2010 Training: Pro Bono Partnerships
Date Created: September 20, 2010
Document Type: National Training Materials
Date Created: September 20, 2010
Document Type: National Training Materials
Constructing Pro Bono Partnerships: Notes from a Dialogue Between Law Firms and Legal Services Programs.
Also see: https://www.probono.net/oppsguide/
Also see: https://www.probono.net/oppsguide/
2011 National Training – Case Sharing – SCPRP Appeal re Survivor Benefit
Date Created: August 24, 2010
Document Type: National Training Materials
Plan Type: Single Employer DB
Legal Issues: Survivor Benefits
Date Created: August 24, 2010
Document Type: National Training Materials
Plan Type: Single Employer DB
Legal Issues: Survivor Benefits
2011 National Training - Case Sharing - SCPRP Appeal re Survivor Benefit
UMPRP Appeal Letter re Disability Denial
Date Created: July 21, 2010
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Distributions & Form Benefit
Date Created: July 21, 2010
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Distributions & Form Benefit
UMPRP Appeal Letter to Sheet Metal Pension Plan re Disability Denial
WSPAP Claim Letter to PBGC: Calculation Dispute
Date Created: July 1, 2010
Document Type: Claim & Appeal Letters
Plan Type: PBGC Trusteed Plans
Legal Issues: Benefit Calculation
Date Created: July 1, 2010
Document Type: Claim & Appeal Letters
Plan Type: PBGC Trusteed Plans
Legal Issues: Benefit Calculation
Western States Project claim letter to PBGC regarding a calculation dispute
2010 National Training: Case Sharing – NEPAP Contiguous Service Claim
Date Created: June 1, 2010
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: Participation/Coverage
Date Created: June 1, 2010
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: Participation/Coverage
2010 National Training: NEPAP Contiguous Service Claim to Multiemployer Plan. Also includes regulations on contiguous service.