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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
2021 National Training – Presentation – Case Law Update from Elizabeth Hopkins
Date Created: October 29, 2021
Document Type: Caselaw Updates & Summaries
2021 National Training - Presentation - Case Law Update from Elizabeth Hopkins (Kantor & Kantor).
Watch Zoom Recording: https://www.youtube.com/watch?v=GbJX7-BE8wU
2021 National Training – Materials – Recovery of Overpayments II: Proposed Legislation and Guidance
Date Created: October 28, 2021
Document Type: Legislative Updates & Summaries
Legal Issues: Recoupment
2021 National Training - Recovery of Overpayments II: Proposed Legislation and Guidance, Presented by Bill Bortz, David Godofsky, and Norman Stein.
Includes Recoupment Guidance Extracts from IRS.
Watch Zoom Recording: https://www.youtube.com/watch?v=NtwAGKdW6eY
2021 National Training – Presentation – Recovery of Overpayments I: Cases
Date Created: October 28, 2021
Document Type: Claim & Appeal Letters
Legal Issues: Recoupment
2021 National Training - Presentation - Recovery of Overpayments I: Cases. Presented by Dave Bonello, Teresa Renaker, Paul Secunda, and Christine Steinmetz.
Includes slides and 5 sample case materials (Prohibited Employment case, SLA Overpayment case, CalSTRS overpayment case, CERA recoupment suit, and an amended complaint)
Watch Zoom Recording: https://www.youtube.com/watch?v=WyuCNdPBCYs
2021 National Training – Presentation – Resolving Issues in the PBGC Claims Process
Date Created: October 28, 2021
Document Type: National Training Materials
Plan Type: PBGC Trusteed Plans
2021 National Training - Presentation - Resolving Issues in the PBGC Claims Process. Presentation by Camille Castro & Connie Donovan, PBGC. Moderated by Anna Marie Tabor, NEPAP.
Watching Zoom recording: https://www.youtube.com/watch?v=7eg_r8k3JLU
2021 National Training – Recording of Nuts & Bolts Session
Date Created: October 27, 2021
Document Type: National Training Materials
2021 National Training - Recording of Nuts & Bolts Session (No materials)
Watch Zoom Recording: https://www.youtube.com/watch?v=2I6jD4Ix3vA&t=1721s
2021 National Training Session – Presentation: So You Have a Non-ERISA Case?: What You Need to Know
Date Created: October 26, 2021
Document Type: National Training Materials
Plan Type: Church Plans
2021 National Training Session - Presentation: So You Have a Non-ERISA Case?: What You Need to Know (Exempt Government, Church, and Executives-Only Plans). Includes slides on Top Hat and Executives-Only Plans.
Watch Full Session: https://www.youtube.com/watch?v=bpBS3QHF55o
2021 National Training – Legislative & Regulatory Update
Date Created: October 25, 2021
Document Type: Legislative Updates & Summaries
2021 National Training - Materials from Legislative & Regulatory Update. Presented by Debbie Chalfie, Karen Friedman, and Jane Smith. Includes PRC Comments on Multiemployer Assistance, PRC Comment Letters on Spousal Consent, PRC Comments on IRS Priority Guidance Plan, PRC Blog on Lost Registry, and Fact Sheets on Notice & Access Rule
Watch Session: https://www.youtube.com/watch?v=DojTnkrvRGo