Shared Materials Library

2018 National Training Presentation - State & Local Pension Plans - Underfunding and Protection of Benefits. Presented by Tyler Bond at National Public Pension Coalition.

2018 National Training - Presentation: Using Data to Tell Your Story, Presented by Susan Jenkins, Director, Office of Performance and Evaluation, Center for Policy and Evaluation, Administration for Community Living.

2018 National Training - Presentation: Turning Conflict into Consensus: Managing Disputes & Difficult Counsel, Presented by Ellen Kandell, President, Alternative Resolution, LLC.

2018 National Training - Presentation - Working with Clients Who Have Experienced Domestic Violence, Presented by Ashley Slye, National Network to End Domestic Violence

2018 National Training - Case Sharing - NEPAP Response to Recoupment Appeal (General Dynamics). - Appeal denied.

2018 National Training - Case Sharing - WSPAP Recoupment Appeal Response (AT&T) - Plan will not pursue further collection, but does not waive rights to recoup in the future.

2018 National Training - Session Materials - Recoupment Update. Includes Recoupment Memo; Summary of PRC Discussion with Treasury Department; Summary of Recent Recoupment case Data; and summary of SCPRP recoupment cases.

2018 National Training - Presentation: Discussion with the PBGC Participant and Plan Sponsor Advocate. Includes slides and draft version of "PBGC Missing Participant Expansion" from legislative update.

2018 National Training - Presentation - A Tax-Side Perspective on DC Plans and Rollovers: Rothification and Other Issues. Presented by Jennifer Brown (American University). Includes slides, handout on leakage and RMDs.

2018 National Training, Case Law Update Presented by Norman Stein and Susan Harthill (Department of Labor). Includes memo outlining important updates in case law in 2018