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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
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