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2019 National Training Presentation – Update from PBGC Plan Sponsor and Participant Advocate
Date Created: June 26, 2019
Document Type: National Training Materials
2019 National Training Presentation - Update from PBGC Plan Sponsor and Participant Advocate
2019 National Training – Case Sharing – WSPAP Appeal of Recoupment by 401k Plan
Date Created: June 26, 2019
Document Type: Claim & Appeal Letters
Plan Type: DC Plans
Legal Issues: Recoupment
2019 National Training - Case Sharing - WSPAP Appeal of Recoupment by 401k Plan
2019 National Training – Case Sharing – WSPAP Appeal of Overpayment re Interest
Date Created: June 26, 2019
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Recoupment
2019 National Training - Case Sharing - WSPAP Appeal of Overpayment re Interest (Alaska Electrical Pension Fund)
2019 National Training – Case Sharing – SCPRP Successful Appeal of IAM Pension Overpayment
Date Created: June 26, 2019
Document Type: Claim & Appeal Letters
Plan Type: Multi-employer Plans
Legal Issues: Recoupment
2019 National Training - Case Sharing - SCPRP Successful Appeal of IAM Pension Overpayment. Presented by Martin Bolt
2019 National Training – Presentation – Multiemployer Plans in Real Life
Date Created: June 26, 2019
Document Type: National Training Materials
Plan Type: Multi-employer Plans
2019 National Training - Presentation - Multiemployer Plans in Real Life. Presentation by Joyce Mader (O'Donoghue & O'Donoghue). Includes slides and IRS handout.
Recoupment Checklist
Date Created: March 1, 2019
Document Type: Fact Sheet
Plan Type: Multi-employer Plans
Legal Issues: Recoupment
This checklist contains various arguments that may be useful in claim and appeal letters disputing a retirement plan’s action to recoup benefit overpayments from a plan participant who did not know or could not have known that a mistake had been made. Not all of the arguments listed here will apply in every case.
2018 National Training – Case Sharing – WSPAP Successful Request for Plan Documents for Alternate Payee
Date Created: May 11, 2018
Document Type: Document Requests
Plan Type: Multi-employer Plans
Legal Issues: QDROs/Divorce
2018 National Training - Case Sharing - WSPAP Successful Request for Plan Documents for Alternate Payee (UFCW plan)
2018 National Training – Case Sharing – Mid-America Appeal of Church Plan Denial of Spousal Benefits
Date Created: May 11, 2018
Document Type: Claim & Appeal Letters
Plan Type: Church Plans
Legal Issues: Survivor Benefits
2018 National Training - Case Sharing - Mid-America Church Plan Denial of Spousal Benefits to Same sex couple (ArchDiocese of Philadelphia).
2018 National Training – Nuts & Bolts Session – Memo on Unauthorized Practice of Law
Date Created: May 11, 2018
Document Type: National Training Materials
Legal Issues: Procedural Issues
2018 National Training - Nuts & Bolts Session - Memo on Unauthorized Practice of Law, Prepared by Jennifer Brown (American University) and Emily Spreiser.
2018 National Training – Presentation by PBGC on Multiemployer Pension Plan Funding
Date Created: May 10, 2018
Document Type: National Training Materials
Plan Type: Multi-employer Plans
Legal Issues: Funding & Contributions
2018 National Training - Presentation by PBGC on Multiemployer Pension Plan Funding. Presented by Louisa Soulard at PBGC.