Plan Types:
Legal Issues:
Document Types:

Upload Document

Other substantive document – Pension Rights Center – NPARC
Date Created: August 5, 2021
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Recoupment
Mid-America Pension Project Appeal to General Dynamics regarding recoupment dispute
2020 National Training – Audio Recording of Nuts & Bolts Session
Date Created: May 22, 2020
Document Type: National Training Materials
2020 National Training - Audio Recording of Nuts & Bolts Session
Presenters:
Andrea Callow, ACL; Hilary Dalin, ACL; Emily Spreiser, PRC; Anna-Marie Tabor, NEPAP
Karen Friedman, PRC
2020 National Trianing – Case Sharing Materials from Ohio and Texas
Date Created: May 22, 2020
Document Type: National Training Materials
2020 National Trianing - Case Sharing Materials from Ohio and Texas.
Includes: Gail Webb case involving a plan that claims participant was paid out; SCPRP case involving heirship dispute; and SCPRP case invovling Pentegra DB Plan
Audio Recording of Case Sharing: https://youtu.be/CunCeKjUSD0
2020 National Training – Case Sharing: MAPRP Successful Waiver of Overpayment
Date Created: May 22, 2020
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Recoupment
2020 National Training - Case Sharing: MAPRP Successful Waiver of Overpayment.
Listen to Audio Recording of 2020 Case Sharing: https://youtu.be/CunCeKjUSD0
2020 National Training – Litigation Update with Mary Ellen Signorille
Date Created: May 21, 2020
Document Type: Caselaw Updates & Summaries
2020 National Training - Litigation Update with Mary Ellen Signorille. Includes Slides.
Watch Session on Youtube: https://www.youtube.com/watch?v=pIaPnaVrLAw
2020 National Training Materials – Legislative and Regulatory Update
Date Created: May 20, 2020
Document Type: Legislative Updates & Summaries
2020 National Training Materials - Legislative and Regulatory Update.
Includes; Press Release on HEROES Act; CARES Act Fact Sheet; DOL electronic disclosure rules; PRC-NWLC Letter to Treasury-IRS on spousal protections; Second PRC-NWLC Letter to Treasury-IRS on spousal protections; Bill Bortz Spousal Consent Letter to Treasury-IRS; Bill Bortz Recoupment Outline
Listen to Audio Recording: https://youtu.be/rJpvhvOtDuQ
2020 National Training – Presentation: Strategic Uses of EBSA Disclosure Regulations and Guidance
Date Created: May 20, 2020
Document Type: National Training Materials
Plan Type: Multi-employer Plans
2020 National Training - Presentation: Strategic Uses of EBSA Disclosure Regulations and Guidance by Susan Rees, Of Counsel, The Wagner Law Group.
Recording of Training: https://www.youtube.com/watch?v=KrKYm63u8Jk
2020 National Training Presentation: PBGC Case Sharing and Discussion with the Participant and Plan Sponsor Advocate
Date Created: May 19, 2020
Document Type: National Training Materials
2020 National Training Presentation: PBGC Case Sharing and Discussion with the Participant and Plan Sponsor Advocate. Includes slides, hypothetical scenarios, and PBGC advocate report for 2019.
Listen to Audio Recording which include NY Project PBGC case: https://youtu.be/i4MotuiwgNc
2020 National Training: Case Sharing – Mid-Atlantic Project – Successful Claim for Omitted Participant Benefit from PBGC
Date Created: May 19, 2020
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Omitted Participants
2020 National Training - Mid-Atlantic Project - Successful Claim for Omitted Participant Benefit from PBGC
2020 National Training – Presentation: QDROs and COVID-19
Date Created: May 18, 2020
Document Type: National Training Materials
Legal Issues: QDROs/Divorce
2020 National Training - Presentation Materials: QDROs and COVID-19, Presented by Mudita Chawla, Partner, Chemtob Moss Forman & Beyda, LLP. Includes checklist and Bloomberg article.
Listen to Audio Recording: https://youtu.be/-gAV4zWkkro