Plan Types:
Legal Issues:
Document Types:

Upload Document

2021 National Training Presentation: Issue Spotting for Cases Involving QDROs
Date Created: October 25, 2021
Document Type: National Training Materials
Legal Issues: QDROs/Divorce
2021 National Training Presentation: Issue Spotting for Cases Involving QDROs. Presented by Jennifer Anders-Gable, Martin Bolt, Roger Curme, Raechel Parolisi, and Karen Friedman.
Watch Session: https://www.youtube.com/watch?v=VsDmZ7RfETA
2021 National Training – Presentation – Multiemployer Plan Updates
Date Created: October 25, 2021
Document Type: Legislative Updates & Summaries
Plan Type: Multi-employer Plans
2021 National Training - Multiemployer Plan Updates, Presentation by Terry Deneen, Norman Stein, and Karen Friedman.
Watch Session: https://www.youtube.com/watch?v=nx8JiFVwNpI
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
Settlement agreement – Pension Rights Center – NPARC
Date Created: August 5, 2021
Document Type: Settlement Agreement
Plan Type: Single Employer DB
Legal Issues: Recoupment
General Dynamics determination regarding Mid-America Project's appeal of a 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