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2022 National Training – Recording of Nuts & Bolts Session re Form Assembly
Date Created: September 14, 2022
Document Type: National Training Materials
2022 National Training - Recording of Nuts & Bolts Session.
Part 1: Form Assembly with Chris Mullen (UMB)
Chris Mullen will discuss how to use Form Assembly to auto-populate Justice Server and ways to make client intake easier.
Watch Zoom Recording: https://youtu.be/vnSIfJtexU4
Part 2: Blogs, Videos and More with David Brandolph & Kate Pixley
In this part of Nuts and Bolts we will discuss ways in which PRC can help with the projects’ websites, outreach and fundraising. We will examine how PRC can showcase the projects and their cases
Watch Zoom Recording: https://youtu.be/TgxwAKmD1vA
2022 National Training – Presentation – Railroad Retirement Benefits
Date Created: September 13, 2022
Document Type: National Training Materials
Plan Type: Railroad
Legal Issues: QDROs/Divorce
Presented by Matt Morley (KLM Attorneys) and Steven Sass (Center for Retirement Research).
Dr. Sass will provide an overview of the railroad retirement system, in which he will discuss the origins, evolution and current structure of the railroad retirement system. Matt Morley will discuss the system’s benefit structure and some commo legal issues, particularly issues involving spousal benefits and rights.
Watch Zoom recording: https://youtu.be/r8TSiK3Uzzs
2022 National Training – PAL and Derisking Session
Date Created: September 13, 2022
Document Type: National Training Materials
Legal Issues: Benefit Calculation
Steve Alpert will describe the American Academy of Actuaries Pension Assistance List (“PAL”), which is a program in which volunteer actuaries provide pro bono assistance to individuals, including participants in pension plans. Steve and Norman will provide an overview of pension plan derisking and how such actions impact participants.
Watch Zoom recording: https://youtu.be/q1GA-PpoeCY
2022 National Training – Recording of Presentation: DOL Sessions
Date Created: September 12, 2022
Document Type: National Training Materials
2022 National Training - Recording of Presentation: DOL Sessions. (No Materials)
Recording of Session with Ali Khawar, EBSA Assistant Secretary and Tim Hauser, EBSA Deputy Assistant Secretary: https://www.youtube.com/watch?v=WL16D61FRWk
Recording of Session with Benefit Advisors (Lauren Poland and Sindy Baldayaque): https://youtu.be/ad62sqcQvX8
Authorization form – Western States Pension Assistance Project
Date Created: September 13, 2022
Document Type: Standard Intake or Process Document
Standard Client Authorization Form
2021 National Training – Case Sharing – MAPRP Overpayment Case with Bank of America
Date Created: October 27, 2021
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Recoupment
2021 National Training - Case Sharing - MAPRP Overpayment Case with Bank of America. Includes Notice of Overpayment and MAPRP letter to plan.
Watch Case Discussion on This Recording: https://www.youtube.com/watch?v=DWbb_0Awt3w
2021 National Training – Case Sharing – WSPAP Survivor Benefit Appeal to AT&T
Date Created: October 27, 2021
Document Type: Caselaw Updates & Summaries
Plan Type: Single Employer DB
Legal Issues: Survivor Benefits
2021 National Training - Case Sharing - WSPAP Survivor Benefit Appeal to AT&T
Includes Initial Claim Denial and WSPAP Appeal Letter and Iacovino v AT&T court case.
Case Discussed on this Recording: https://www.youtube.com/watch?v=DWbb_0Awt3w
2021 National Training – Case Sharing Part 1 – Cases from CA, TX and MI
Date Created: October 27, 2021
Document Type: National Training Materials
2021 National Training - Case Sharing Part 1 - Cases from CA, TX and MI.
Chris McAllister and Madeleine Tabor (1 case); Chris McAllister (3 cases); Roger Curme (3 cases); Christine Steinmetz (1 case)
Watch Zoom Recording; https://www.youtube.com/watch?v=DWbb_0Awt3w
2021 National Training – Case Sharing Part 2 – Materials
Date Created: October 29, 2021
Document Type: National Training Materials
Plan Type: Government Plans
2021 National Training - Case Sharing Session - Materials. Materials from Chris Dagg (article on survivor benefit cases and chart of spousal consent rules in state retirement plans, Martin Bolt (case summary), and Rose Scollard (case summary)
Watch Zoom Recording: https://www.youtube.com/watch?v=-ufm0F5NNUc
2021 National Training – Materials – Ask the Experts: Our Most Common 401(k) Plan Questions
Date Created: October 29, 2021
Document Type: National Training Materials
Plan Type: DC Plans
2021 National Training - Materials - Ask the Experts: Our Most Common 401(k) Plan Questions. Speakers: Regina Jefferson, Fred Reish. Moderator: Sandra Wisnewski.
Includes resource list handout.
Watch Zoom Recording: https://www.youtube.com/watch?v=2EdN3ItLEtY