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2020 National Training – Understanding the Retirement Needs of the Latino Community
Date Created: May 18, 2020
Document Type: National Training Materials
2020 National Training - Understanding the Retirement Needs of the Latino Community, Presented by Abigail Zapote, Executive Director, Latinos for a Secure Retirement.
Recording of Session: https://www.youtube.com/watch?v=WHmSwR4azZo
2019 National Training – Case Sharing – NEPAP Appeal re Calculation Dispute
Date Created: June 28, 2019
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Benefit Calculation
2019 National Training - Case Sharing - NEPAP Appeal re Calculation Dispute (Bristol Myers-Squibb)
2019 National Training – Case Sharing – NEPAP Successful Appeal for Survivor Benefits
Date Created: June 28, 2019
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Survivor Benefits
2019 National Training - Case Sharing - NEPAP Successful Appeal for Survivor Benefits (Honeywell)
2019 National Training – Case Sharing – NEPAP Appeal for Survivor Benefits (IBT Local 710)
Date Created: June 28, 2019
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Survivor Benefits
2019 National Training - Case Sharing - NEPAP Appeal for Survivor Benefits (IBT Local 710)
2019 National Training – Case Sharing – WSPAP Appeal for Survivor Benefits
Date Created: June 28, 2019
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Survivor Benefits
2019 National Training - Case Sharing - WSPAP Appeal for Survivor Benefits (Cement Masons Pension Trust for Northern California)
2019 National Training – Case sharing – WSPAP Survivor Benefit Appeals
Date Created: June 28, 2019
Document Type: Claim & Appeal Letters
Plan Type: Government Plans
Legal Issues: Survivor Benefits
2019 National Training - Case sharing - WSPAP Survivor Benefit Appeal (East Bay Municipal Utility District) - Appeal denied
2019 National Training – Case Sharing – SCPRP Omitted participant Cases with PBGC
Date Created: June 28, 2019
Document Type: National Training Materials
Plan Type: Single Employer DB
Legal Issues: Omitted Participants
2019 National Training - Case Sharing - SCPRP Omitted participant Cases with PBGC
2019 National Training – Materials – Current Trends in Church Plans Litigation
Date Created: June 27, 2019
Document Type: Caselaw Updates & Summaries
Plan Type: Church Plans
2019 National Training - Materials - Current Trends in Church Plans Litigation. Includes summary of legal strategies and two articles on church plan cases.
2019 National Training Presentation – Elder Investment Fraud and Financial Exploitation Prevention
Date Created: June 27, 2019
Document Type: National Training Materials
2019 National Training Presentation - Elder Investment Fraud and Financial Exploitation Prevention, Presented by Lori A. Stiegel, Senior Attorney, Commission on Law & Aging, American Bar Association and Cheri Meyer, Vice President and COO, Investor Protection Trust.
2019 National Training – Presentation – Case Law Update
Date Created: June 27, 2019
Document Type: Caselaw Updates & Summaries
2019 National Training - Presentation - Case Law Update by Mary Ellen Signorille