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National Training 2024 – PBGC Update Session Materials
Date Created: Nov 18, 2024
Document Type: National Training Materials
Plan Type: PBGC Trusteed Plans
Materials from PBGC Update Session Session Recording: https://youtu.be/2caWnoZa1Go?si=oRH9nT-4zKkqsXGA
National Training 2024 – QDRO Basics Session
Date Created: Nov 18, 2024
Document Type: National Training Materials
Legal Issues: QDROs/Divorce
Slides from QDRO Basics Session with Karen Donnelly.
Session Recording: https://youtu.be/erXBZHbZO8I?si=_Ksl_X9hSpJJIg1M
ERISA Basics Presentation – 6 20 2024
Date Created: June 20, 2024
Document Type: Training Materials
Norman Stein gives an overview of ERISA basics for new pension counseling project attorneys.
Watch Zoom Recording: https://youtu.be/uY7iOrE7oZk
Presentation on 457 & Top Hat Plans
Date Created: Apr 24, 2024
Document Type: Training Materials
Plan Type: Non-Qualified Plans
PRC Presentation to PCIP on 457 Plans and Top Hat Plans Watch Zoom Recording: https://youtu.be/4NJ_4s3ekkA
2023 National Training – Mid-Atlantic Project – QDRO Case
Date Created: Nov 20, 2023
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: QDROs/Divorce
2023 National Training – Mid-Atlantic Project – QDRO Case Against Verizon Watch Zoom Recording: https://youtu.be/0Q_uy06gOhs
2023 National Training – Mid-Atlantic Project – Dueling Widows Case
Date Created: Nov 20, 2023
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Survivor Benefits
2023 National Training - Mid-Atlantic Project - Dueling Widows Case Watch Zoom Recording: https://youtu.be/0Q_uy06gOhs
2023 National Training – Case Sharing – Trellis Project Western Conference of Teamsters Case
Date Created: Nov 20, 2023
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Spousal Consent
2023 National Training – Case Sharing – Trellis Project Western Conference of Teamsters Case for Widow Watch Zoom Recording: https://youtu.be/0Q_uy06gOhs
2023 National Training – Case Sharing – New England Project United Textile Workers Case
Date Created: Nov 20, 2023
Document Type: National Training Materials
Plan Type: Single Employer DB
Legal Issues: Plan Termination & Freezes
2023 National Training – Case Sharing – New England Project United Textile Workers Case Watch Zoom Recording: https://youtu.be/0Q_uy06gOhs
2023 National Training – Case Sharing – South Central QDRO Cases
Date Created: Nov 20, 2023
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: QDROs/Divorce
2023 National Training - Case Sharing - South Central QDRO Cases Watch Zoom Recording: https://youtu.be/0Q_uy06gOhs
2023 National Training – Legislative & Regulatory Update Session
Date Created: Nov 20, 2023
Document Type: Legislative Updates & Summaries
Plan Type: Multi-employer Plans
Legal Issues: Lost Plans
2023 National Training - Legislative & Regulatory Update Session - Handout - Technical Corrections
Watch Zoom Recording: https://youtu.be/_E0aQgC4Zl8