Plan Types:
Legal Issues:
Document Types:

Upload Document

2023 National Training – Secure 2.0 – Recovery of Overpayments
Date Created: Nov 20, 2023
Document Type: Legislative Updates & Summaries
Plan Type: Multi-employer Plans
Legal Issues: Recoupment
2023 National Training - Secure 2.0 - Slides from Recovery of Overpayments Session Watch Zoom Recording: https://youtu.be/0TDjI4BKFnY
2023 National Training – Case Law Update
Date Created: Nov 20, 2023
Document Type: Caselaw Updates & Summaries
Plan Type: DC Plans
Legal Issues: Funding & Contributions
2023 National Training - Handout from Case Law Update with Paul Secunda Watch Zoom Recording: https://youtu.be/hjvJQCDQ7Qs
2023 National Training – Plan Documents and Appeals Procedures Session
Date Created: Nov 20, 2023
Document Type: National Training Materials
Plan Type: DC Plans
Legal Issues: Procedural Issues
2023 National Training - Plan Documents and Appeals Procedures Session - Slides
Watch Zoom Recording: https://youtu.be/C12TzADO4Uc
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