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National Training Materials(166)

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2023 National Training – Suspension of Benefits in Multiemployer Plans
Date Created: Nov 20, 2023
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: Benefit Cuts/Suspensions
2023 National Training - Suspension of Benefits in Multiemployer Plans Session - Slides and Working Paper Watch Zoom Recording: https://youtu.be/8aR3vb1zbog
2023 National Training – Auto Portability Session
Date Created: Nov 20, 2023
Document Type: National Training Materials
Plan Type: DC Plans
Legal Issues: Lost Plans
2023 National Training - Slides from Auto Portability Session with Retirement Clearinghouse Watch Zoom Recording: https://youtu.be/oS06Ivoq-Io
2023 National Training – PBGC Session Materials
Date Created: Nov 20, 2023
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: Lost Plans
2023 National Training - Presentation - PBGC Session with Michelle Gray, Anne Henderson & Camille Castro. Watch Zoom Recording: https://youtu.be/1ibx3Ngg6KY
2023 National Training – Case Sharing Materials
Date Created: Nov 15, 2023
Document Type: National Training Materials
Case Sharing Materials for Wednesday, November 15, 2023
Watch Zoom Recording: https://youtu.be/0Q_uy06gOhs
Presentation on Secure 2.0 Recoupment Provisions
Date Created: Mar 16, 2023
Document Type: Caselaw Updates & Summaries
Plan Type: Cash Balance Plans
Legal Issues: Recoupment
Slides explaining Secure 2.0 Changes to Pension Recoupment
2022 National Training – Case Sharing Materials and Summaries
Date Created: September 16, 2022
Document Type: Claim & Appeal Letters
Legal Issues: Recoupment
2022 National Training - Case Sharing Materials and Summaries. Case Materials from MI (Survivor Benefit & Overpayment) and Case Summaries for Others.
Watch Zoom Recording: https://youtu.be/WMt9Fw36IV4
2022 National Training – Presentation – Case Law Update by Radha Pathak
Date Created: September 16, 2022
Document Type: Caselaw Updates & Summaries
2022 National Training - Presentation - Case Law Update by Radha Pathak.
Watch Zoom Recording: https://youtu.be/6UPKB_cVj9g
2022 National Training Presentation – Regulatory and Legislative Update
Date Created: September 15, 2022
Document Type: Legislative Updates & Summaries
This session will address legislative and regulatory issues as they affect clients. There will be an explanation of relevant provisions of the bi-partisan pension reform legislation called the Securing a Strong Retirement Act (SECURE 2.0), as well as Thrift Savings Plan regulations, IRS spousal consent requirements and deferred vested statements. Updates on the Butch Lewis Act will also be covered.
Presented by Debbie Chalfie, Jane Smith, Norman Stein and Karen Friedman.
Watch Zoom recording: https://youtu.be/BprAN1EutFM
2022 National Training – Retirement Benefits and Federal Tax Issues
Date Created: September 15, 2022
Document Type: National Training Materials
In this session, common tax issues that pension clients may experience will be discussed. An overview of relevant tax provisions will be presented. In additional, Required Minimum Distributions (RMDs) and the tax consequences for failing to take them will be covered.
Speakers: Bill Bortz, Sarah Dranoff (SBLS), Anna Tavis (SBLS)
Watch Zoom Recording: https://youtu.be/zbGTasWorqc
2022 National Training Presentation – PBGC Takeovers and Discussion with Connie
Date Created: September 14, 2022
Document Type: National Training Materials
Plan Type: PBGC Trusteed Plans
This session with begins with an explanation of what occurs when the Pension Benefit Guaranty Corporation takes over a plan. At the end of the session, there will be an informal discussion, “Coffee with Connie and Camille!”
Speakers: Camille Castro, Connie Donovan, Anne Henderson, Suzanne LaPiana, Susan Strassman, and Norman Stein.
Watch Zoom Recording: https://youtu.be/wEil4N6g0kA