Key LNTPA Features by Practice Area

Size: px
Start display at page:

Download "Key LNTPA Features by Practice Area"

Transcription

1 Introduction LexisNexis Total Practice Advantage (LNTPA) combines multiple Lexis products and services into a single product offering, targeted at law firms by jurisdiction (state) and by Area of Practice. We have developed targeted versions of the product for 17 states, plus 2 Federal practices (Bankruptcy and Social Security) and seven non-jurisdictional products to be sold into all other states. For example, a Litigator in California could be sold the CA Litigation product, while a litigator in Arizona would buy the National Litigation product. See the attached document All LNTPA releases thru Jul08 for details on which products are available for which states. Unique Product-wide Features Customized for LNTPA The Navigator Custom Matter and Contact forms Exclusive sets of Automated Forms Lexis Leads management and ROI view TopForm bankruptcy petition integration Send to SmartLinx Training & Support Navigator > Product Training to access instructor-led web-based sessions and Anytime Training My Navigator Customizable Navigator to place your 5-10 most used content buttons, software features or links to other software and resources. When customized, all other tabs can be hidden to make your Navigator work best for you. Included Services Software must include LNTPA (Time Matters) software, PCLaw is optional Upgrades New versions and service releases Telephone-based Support - 1 st level 24x7, Engineers 8am-8pm ET Custom Matter and Contact forms by area of practice Automated Forms popular Lexis form sets, state forms and unique sets Navigator designed for each area of practice, containing links to relevant functions and information Anytime Training online lessons, exercises and quizzes on basic functions Live, web-enabled training web classes with a live trainer Onboarding a customer advisor coordinates the other Lexis experts to provide software installation and configuration assistance and initial training Installation Services A Lexis expert assists the customer in installing LNTPA and when included, PCLaw; assists in initial configuration and setting supported links to PCLaw, Outlook and PDAs Lexis.com content all LNTPA subscriptions must include a Lexis content subscription LexisNexis Total Practice Advantage Key Features by Practice Area 1 of 5

2 Jurisdictional Differences The National versions of LNTPA include Practice Area content and features. But because these versions are sold to customers in many different states: 1. The targeted research links are less specific than State-specific research links. 2. Generally, no automated forms are included in National jurisdictions. a. Exception: Social Security includes a variety of federal forms in HotDocs format b. Exception: Bankruptcy includes a variety of motions, pleadings and letters in clipboard merge format c. National Estates includes a set of Hot Docs based Trust forms Practice Area Differences Bankruptcy Bankruptcy practices are very process oriented. They tend to work on a flat fee per bankruptcy, so efficiency in generating documents and meeting court deadlines are high priority. Integration with TopForm bankruptcy petition preparation software o Link a TopForm case to an LNTPA Matter, then move between the two with a single click o Transfer contacts from TopForm to LNTPA LNTPA EXCLUSIVE: 30+ Document Templates (Formattable Clip boards) Customized Bankruptcy Contact and Matter Forms Chain Templates for common bankruptcy events Content Highlights: o Links to many research topics from the Collier Bankruptcy Guide (BK attorneys don t do much cases, codes and rules legal research) o Start New Case > Investigate Client find prior bankruptcies or other relevant background information, locate assets Estates Practice Estate Planners are most concerned about minimizing taxes on their client s estates. When planning (writing wills and trusts) they are gathering info from clients and writing complex documents often reusing wills/trusts/powers of Attorney they previously wrote. Being able to turn their own documents into merge templates would be a time saver. At time of death, they must find heirs, value assets and file state and federal forms. They usually charge by the hour, but may have package prices and rarely go to court. Automated Forms with data merge from Matters and Contacts (List of forms sets by o EXCLUSIVE: US Trusts forms Content Highlights for Estates, Probate and Elder Law topics on Lexis.com o Research & Plan>Analyze Tax Issues (Tax law very important to planners) o Investigate>find people (to find heirs), >Find Assets (at probate) Custom Contact and Matter Forms estate planning, probate, elder law, guardianship Chain Templates LexisNexis Total Practice Advantage Key Features by Practice Area - May of 5

3 Family Law These firms focus on divorce and child custody. They do go to court, like litigators which means calendaring and templates for motions, pleadings and stat forms are important. They usually charge by the hour. Automated Forms with data merge from Matters and Contacts (List of forms sets by EXCLUSIVE: Example forms and letters from leading Family Law attorneys Intake/Investigate>Initiate Client Communications EXCLUSIVE: Automated Property Spreadsheet (Assets & Debts>Prepare Property Spreadsheets) Content Highlights for Family Law o Intake/Investigate>Find People, Assets, Values>to find spouses and their property o Assets & Debts Review Complex Issues o Otherwise consult a TRS Lots of relevant content Custom Contact and Matter Forms conservatorship, guardianship & Juvenile criminal Chain Templates General Practice As the name indicates, GPs often practice in many areas of law. This product offers resources across the most common practice areas for a GP. Expect them to either focus on a couple of areas or handle most of the work that comes to them. Many do not do litigation and refer that business to others. But some litigate in criminal, juvenile and family law, but still call themselves GPs. They tend to charge by the hour. Custom Contact and Matter Forms wide variety of practice areas supported o Business Formation o Conservatorship o DUI o Elder Law o Employment conflict o Estate planning o Guardianship o Juvenile criminal o Probate o Real Estate Generally no automated form included in General Practice because a general practitioner can practice in any combination of these areas of law. Content Highlights for General Practice topics on Lexis.com o Shortcuts to research tools like Area of Law and Power Search o Links by Area of Practice: Business & Commercial, Criminal, Estates, Family, Personal Injury, Real Estate o Each area with its own Navigator of targeted links LexisNexis Total Practice Advantage Key Features by Practice Area - May of 5

4 Litigation By some counts 70% of all attorneys do some litigation. You will find many that are purely litigators. They conduct legal research, often seeking cases, codes and rules, plus treatises. They write lots of documents (motions pleadings) to be submitted to court. They can charge by the hour or by percentage of award. Content Highlights Litigation resources on Lexis.com o Big Red Button left side of Navigator shortcut to Lexis searches saves 2-3 clicks compared to opening lexis.com o Legal Research > Use Trial Prep Tools >Launch CaseMap from the Navigator o Investigate People > SmartLinx our highly popular public records report Automated Forms with data merge from Matters and Contacts (List of forms sets by Share LNTPA data with CaseMap Custom Contact and Matter Forms civil, criminal, divorce, domestic, DUI, employment & juvenile criminal Personal Injury They conduct legal research, often seeking cases, codes and rules, plus treatises. They write lots of documents (motions pleadings) to be submitted to court. They generally prepare cases to either go to court or settle out of court. They almost always charge by percentage of award. Content Highlights for Personal Injury topics on Lexis.com o Show that Navigators are organized by Manage Your Case, Settle Your Case and Prepare for Trial. o Investigate>Investigate People >SmartLinx person summary report and other sources for investigating people o Note links to launch CaseMap and TimeMap when installed (white pillar, blue background) o Prepare for Trial>File with courts & Serve Process goes to File & Serve service (additional charge) Automated Forms with data merge from Matters and Contacts (CA and FL jurisdictions include automated forms. The national PI jurisdiction does not. List of forms sets by Share LNTPA data with CaseMap Custom Contact and Matter Forms Personal Injury o Custom ToDo forms to track property, medical and wages damages related to the matter LexisNexis Total Practice Advantage Key Features by Practice Area - May of 5

5 Social Security Automated Forms with data merge from Matters and Contacts (Initial Application, Administrative Appeal and Judicial Appeal forms) Content Highlights for Social Security topics on Lexis.com o Legal Research > Search SSA Materials lets you search the NOSSCR (National Organization of Social Security Claimants Representatives) handbook o Legal Research > SSA Benefit Calculator (A simple link to calculators on the SSA site) o The NOSSCR Social Security Practice Guide and other Lexis resources are referenced in research links throughout the Navigator Custom Contact and Matter Forms Social Security Workers Compensation (California Only) Background: The State of CA Division of Workers Compensation (DWC) recently launched an online system to manage all of the applications for Workers Comp claims in the state. This system is called EAMS. EAMS is designed to be entirely web-based. That is currently impossible because (1) the state does not have enough end user licenses for all potential users and (2) not all firms are technically ready to work via the web. Therefore, the DWC also developed PDF versions of all of their EAMS forms. Law firms are allowed to complete these PDFs, print them and deliver them on paper to any DWC office for scanning. These paper forms are called OCR forms. LNTPA for Workers Comp includes automated versions of all of the OCR forms. At some time in the future the DWC will allow vendors like Lexis to create integration with the web-based forms. The DWC has not provided any information on when that access will be available to us. Automated Forms All EAMS OCR forms, cover sheets and separator sheets. Each EAMS form in LNTPA has a built-in separator sheet. Content Highlights for Workers Compensation topics on Lexis.com o Legal Research > Case Law, Statutes, Regulations and treatises o Legal Research > Court and State Workers Comp Appeals Board links o Medical Treatment > Investigate Injuries and Medical Conditions Custom Contact and Matter Forms o Worker s Compensation (plaintiff is the injured employee) o WC Defense (Client is usually the employer) LexisNexis Total Practice Advantage Key Features by Practice Area - May of 5

6 LNTPA Releases By Practice Area By Jurisdiction By Release Date Practice Area Jurisdiction Release Date Practice Area Jurisdiction Release Date Practice Area Jurisdiction Release Date Bankruptcy Federal Jul-06 Estate Practice CA Jan-07 Litigation FL Feb-06 Estate Practice CA Jan-07 Family CA Jul-08 Litigation CT Apr-06 Estate Practice FL Jan-07 General Practice CA Jan-08 Litigation National Apr-06 Estate Practice MA Jul-07 Litigation CA Jul-06 Litigation PA Apr-06 Estate Practice MD Jul-07 Personal Injury CA Jul-07 Litigation VA Apr-06 Estate Practice National Jul-07 Workers Comp CA Jul-08 Bankruptcy Federal Jul-06 Estate Practice NJ Jan-08 Litigation CT Apr-06 Litigation CA Jul-06 Estate Practice NY Jan-07 Bankruptcy Federal Jul-06 Litigation GA Jul-06 Estate Practice OH Jan-07 Social Security Federal Jan-08 Litigation IN Jul-06 Estate Practice PA Jul-07 Estate Practice FL Jan-07 Litigation MA Jul-06 Estate Practice TX Jan-07 Family FL Jul-08 Litigation MD Jul-06 Estate Practice VA Jul-07 General Practice FL Jan-08 Litigation NY Jul-06 Family CA Jul-08 Litigation FL Feb-06 Litigation OH Jul-06 Family FL Jul-08 Personal Injury FL Jul-07 Litigation TN Jul-06 Family National Jul-08 Litigation GA Jul-06 Litigation TX Jul-06 Family TX Jul-08 Litigation IL Jan-08 Estate Practice CA Jan-07 General Practice CA Jan-08 Litigation IN Jul-06 Estate Practice FL Jan-07 General Practice FL Jan-08 Estate Practice MA Jul-07 Estate Practice NY Jan-07 General Practice National Jan-08 Litigation MA Jul-06 Estate Practice OH Jan-07 General Practice NY Jan-08 Estate Practice MD Jul-07 Estate Practice TX Jan-07 General Practice TX Jan-08 Litigation MD Jul-06 Litigation MN Jan-07 Litigation CA Jul-06 Litigation MN Jan-07 Litigation NC Jan-07 Litigation CT Apr-06 Estate Practice National Jul-07 Estate Practice MA Jul-07 Litigation FL Feb-06 Family National Jul-08 Estate Practice MD Jul-07 Litigation GA Jul-06 General Practice National Jan-08 Estate Practice National Jul-07 Litigation IL Jan-08 Litigation National Apr-06 Estate Practice PA Jul-07 Litigation IN Jul-06 Personal Injury National Jan-08 Estate Practice VA Jul-07 Litigation MA Jul-06 Litigation NC Jan-07 Litigation NJ Jul-07 Litigation MD Jul-06 Estate Practice NJ Jan-08 Personal Injury CA Jul-07 Litigation MN Jan-07 Litigation NJ Jul-07 Personal Injury FL Jul-07 Litigation National Apr-06 Estate Practice NY Jan-07 Estate Practice NJ Jan-08 Litigation NC Jan-07 General Practice NY Jan-08 General Practice CA Jan-08 Litigation NJ Jul-07 Litigation NY Jul-06 General Practice FL Jan-08 Litigation NY Jul-06 Estate Practice OH Jan-07 General Practice National Jan-08 Litigation OH Jul-06 Litigation OH Jul-06 General Practice NY Jan-08 Litigation PA Apr-06 Estate Practice PA Jul-07 General Practice TX Jan-08 Litigation TN Jul-06 Litigation PA Apr-06 Litigation IL Jan-08 Litigation TX Jul-06 Litigation TN Jul-06 Personal Injury National Jan-08 Litigation VA Apr-06 Estate Practice TX Jan-07 Social Security Federal Jan-08 Personal Injury CA Jul-07 Family TX Jul-08 Family CA Jul-08 Personal Injury FL Jul-07 General Practice TX Jan-08 Family FL Jul-08 Personal Injury National Jan-08 Litigation TX Jul-06 Family National Jul-08 Social Security Federal Jan-08 Estate Practice VA Jul-07 Family TX Jul-08 Workers Comp CA Jul-08 Litigation VA Apr-06 Workers Comp CA Jul Products 8 Practice Areas 17 Jurisdictions Plus National and Federal 7 Releases

PFIZER INC LEGAL SERVICES PLAN

PFIZER INC LEGAL SERVICES PLAN PFIZER INC LEGAL SERVICES PLAN FACT SHEET HOW TO GET LEGAL SERVICES To use your Legal Plan, visit our web site at www.legalplans.com or call Hyatt Legal Plans' Client Service Center at 1-800-821-6400.

More information

2016 Workers compensation premium index rates

2016 Workers compensation premium index rates 2016 Workers compensation premium index rates NH WA OR NV CA AK ID AZ UT MT WY CO NM MI VT ND MN SD WI NY NE IA PA IL IN OH WV VA KS MO KY NC TN OK AR SC MS AL GA TX LA FL ME MA RI CT NJ DE MD DC = Under

More information

VOLUNTARY LEGAL SERVICE PLAN

VOLUNTARY LEGAL SERVICE PLAN VOLUNTARY LEGAL SERVICE PLAN (518) 785-1900 or (800) 342-4306, ext. 243 www.pefmbp.com What is the Voluntary Legal Service Plan? Enrollees in the Voluntary Legal Service Plan, sponsored by PEF Membership

More information

STATE EMPLOYEES ASSOCIATION OF NC LEGAL SERVICES PLAN

STATE EMPLOYEES ASSOCIATION OF NC LEGAL SERVICES PLAN STATE EMPLOYEES ASSOCIATION OF NC LEGAL SERVICES PLAN FACT SHEET HOW TO GET LEGAL SERVICES To use your Legal Plan, visit our website at www.legalplans.com or call Hyatt Legal Plans' Client Service Center

More information

Detailed Claim Information (DCI) Advanced Reporting Concepts. Objectives

Detailed Claim Information (DCI) Advanced Reporting Concepts. Objectives Detailed Claim Information (DCI) Advanced Reporting Concepts Presented by: Warren Danz and Bruce Hallman Copyright 2015 National Council on on Compensation Insurance, Inc. Inc. All All Rights Reserved.

More information

Premium Savings Program Broker Training

Premium Savings Program Broker Training Quality health plans & benefits Healthier living Financial well-being Intelligent solutions Premium Savings Program Broker Training April 2013 We are responding to ACA changes Pricing volatility Rate shock

More information

Charts with Analysis: Tax Tax Type: Sales and Use Tax Topic: Cash for Clunkers Payments

Charts with Analysis: Tax Tax Type: Sales and Use Tax Topic: Cash for Clunkers Payments Effective July 1, 2009, until November 1, 2009, the federal government has enacted the Consumer Assistance to Recycle and Save (CARS) Program, Title XIII of PL 111-32 (2009), 123 Stat. 1859. The program,

More information

Legal experts on your side for less than a dollar a day

Legal experts on your side for less than a dollar a day Overview Hyatt Legal Plans Legal experts on your side for less than a dollar a day Quality legal assistance can be pricey. And it can be hard to know where to turn to find an attorney you trust. But for

More information

New Design Benefit Definitions & Reimbursements

New Design Benefit Definitions & Reimbursements ADVICE AND CONSULTATION IN OUT-OF Office Consultation This service provides the opportunity to discuss with an attorney any personal legal problems that are not specifically excluded. The Plan Attorney

More information

RETIREE VOLUNTARY LEGAL SERVICE PLAN

RETIREE VOLUNTARY LEGAL SERVICE PLAN RETIREE VOLUNTARY LEGAL SERVICE PLAN (518) 785-1900 or (800) 342-4306, ext. 243 Visit Membership Benefits Program at www.pef.org What is the Retiree Voluntary Legal Service Plan? Enrollees in the Voluntary

More information

Domestic violence funding reduced from $1,253,000 to $1,000,000. $53,000 to fund elder law hotline eliminated.

Domestic violence funding reduced from $1,253,000 to $1,000,000. $53,000 to fund elder law hotline eliminated. Court Fees and Fines and State Appropriations by State* 2009-10 Amounts, Major Changes from 2009 Legislative Sessions Noted Revised 3/8/10 (**See note below related to court fees and fines) State Court

More information

STATE OF FLORIDA LEGAL SERVICES PLAN

STATE OF FLORIDA LEGAL SERVICES PLAN STATE OF FLORIDA LEGAL SERVICES PLAN FACT SHEET HOW TO GET LEGAL SERVICES To use your Legal Plan, visit our website at www.legalplans.com or call Hyatt Legal Plans' Client Service Center at 1-800-821-6400.

More information

Creditor Protection for High Net Worth Individuals and Business Owners

Creditor Protection for High Net Worth Individuals and Business Owners Creditor Protection for High Net Worth Individuals and Business Owners Presented by Maritess T. Bott of Bott & Associates, Ltd. Attorneys at Law Helping people preserve their wealth The Family Business

More information

Refinance Report August 2012

Refinance Report August 2012 This report contains data on refinance program activity of Fannie Mae and Freddie Mac (the Enterprises) through. Report Highlights Refinance volume continued to be strong in August as 30-year mortgage

More information

NOTICE OF FEDERAL AND STATE TAX INFORMATION FOR PSA PLAN PAYMENTS YOUR ROLLOVER OPTIONS

NOTICE OF FEDERAL AND STATE TAX INFORMATION FOR PSA PLAN PAYMENTS YOUR ROLLOVER OPTIONS NOTICE OF FEDERAL AND STATE TAX INFORMATION FOR PSA PLAN PAYMENTS YOUR ROLLOVER OPTIONS Retain this Notice for Future Reference You are receiving this notice because all or a portion of a payment you are

More information

THE WINDERMERE REAL ESTATE 401(k) PLAN FOR EMPLOYEES DISTRIBUTION FORM

THE WINDERMERE REAL ESTATE 401(k) PLAN FOR EMPLOYEES DISTRIBUTION FORM THE WINDERMERE REAL ESTATE 401(k) PLAN FOR EMPLOYEES DISTRIBUTION FORM INSTRUCTIONS 1.) Please read the notice regarding the (a.) TIMING & COST OF DISTRIBUTION on this page, (b.) the DISTRIBUTION ACKNOWLEDGEMENTS

More information

Black Knight Mortgage Monitor

Black Knight Mortgage Monitor Black Knight Mortgage Monitor Mortgage Market Performance Observations Data as of May, 2014 Month-end Black Knight First Look May 2014 Total U.S. loan delinquency rate (loans 30 or more days past due,

More information

Long-Term Care Education Requirements Prior to Selling

Long-Term Care Education Requirements Prior to Selling for Training AK All Health 8 hrs 4 hrs 24 months AL All Accident & Health 8 hrs 4 hrs Renewal deadline is the date the license expires. s are renewed biennially based on agent's birth month and year. AR

More information

Administrative handbook Aetna Funding Advantage SM

Administrative handbook Aetna Funding Advantage SM Quality health plans & benefits Healthier living Financial well-being Intelligent solutions Administrative handbook Aetna Funding Advantage SM For self-insured groups with less than 100 eligible employees

More information

Long-Term Care Education Requirements Prior to Selling

Long-Term Care Education Requirements Prior to Selling for AK All Health 8 hrs 4 hrs 24 months AL All Accident & Health 8 hrs 4 hrs Renewal deadline is the date the license expires. s are renewed biennially based on agent's birth month and year. AR All Accident,

More information

METLAW SUMMARY PLAN DESCRIPTION

METLAW SUMMARY PLAN DESCRIPTION METLAW SUMMARY PLAN DESCRIPTION INTRODUCTION MetLaw was established to provide personal legal services for eligible Company employees, their spouses and dependent children. This summary provides general

More information

PRODUCER ANNUITY SUITABILITY TRAINING REQUIREMENTS BY STATE As of September 11, 2017

PRODUCER ANNUITY SUITABILITY TRAINING REQUIREMENTS BY STATE As of September 11, 2017 PRODUCER ANNUITY SUITABILITY TRAINING REQUIREMENTS BY STATE As of September 11, 2017 This document provides a summary of the annuity training requirements that agents are required to complete for each

More information

ehealth, Inc Fall Cost Report for Individual and Family Policyholders

ehealth, Inc Fall Cost Report for Individual and Family Policyholders ehealth, Inc. 2010 Fall Cost Report for and Family Policyholders Table of Contents Page Methodology.................................................................. 2 ehealth, Inc. 2010 Fall Cost Report

More information

General Program Summary. Austin Resolutions 1250 South Capital of Texas Highway Building 3, Suite 500 Austin, TX (800)

General Program Summary. Austin Resolutions 1250 South Capital of Texas Highway Building 3, Suite 500 Austin, TX (800) General Program Summary Austin Resolutions 1250 South Capital of Texas Highway Building 3, Suite 500 Austin, TX 78746 (800) 844-7090 History: Austin Resolutions has been negotiating savings on medical

More information

Supplemental Nutrition Assistance Program (SNAP) Preliminary Authorization of Food Purchasing and Delivery Services for the Elderly or Disabled

Supplemental Nutrition Assistance Program (SNAP) Preliminary Authorization of Food Purchasing and Delivery Services for the Elderly or Disabled Food and Nutrition Service (FNS) Supplemental Nutrition Assistance Program (SNAP) Preliminary Authorization of Food Purchasing and Delivery Services for the Elderly or Disabled Request for Volunteers (RFV)

More information

THE FLORIDA BAR CLE AUDIO CD / VIDEO DVD LIST Telephone: January 18, KEY TO ABBREVIATIONS Media Pricing

THE FLORIDA BAR CLE AUDIO CD / VIDEO DVD LIST   Telephone: January 18, KEY TO ABBREVIATIONS Media Pricing S = Section Member BE = Bias Elimination E = Ethics MIA = Mental Illness Awareness THE FLORIDA BAR CLE AUDIO CD / VIDEO DVD LIST http://www.floridabar.org Telephone: 850-561-5831 January 18, 2019 KEY TO

More information

Benefits-At-A-Glance Plan Year

Benefits-At-A-Glance Plan Year Benefits-At-A-Glance 2015 Plan Year This report shows 2015 TriNet Passport benefit year plan options available in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME,

More information

In addition, MCHCP is requesting information about any programs or plans in place for non-medicare retirees.

In addition, MCHCP is requesting information about any programs or plans in place for non-medicare retirees. Missouri Consolidated Health Care Plan 832 Weathered Rock Court PO Box 104355 Jefferson City, MO 65110 Phone: 800-701-8881 www.mchcp.org Judith Muck, Executive Director February 7, 2018 To: From: Regarding:

More information

IRA Distribution Form

IRA Distribution Form Use this form to request distributions from your IRA account and to close an IRA. Instructions 1. Complete the form and include any necessary supporting documents. 2. Sign and send us the completed form.

More information

The Pew-MacArthur Results First Initiative: Targeting Programs that Work. Gary VanLandingham, Director

The Pew-MacArthur Results First Initiative: Targeting Programs that Work. Gary VanLandingham, Director The Pew-MacArthur Results First Initiative: Targeting Programs that Work Gary VanLandingham, Director The critical policy challenge Governments talk about making strategic budget choices, but they often

More information

Indexed Universal Life Caps

Indexed Universal Life Caps Indexed Universal Life Caps Effective March 15, 2013, the caps on FG Life-Elite II will be changing as follows: Cap Illustrative Rate 100% Participation Annual Point-to-Point 14.75% 8.32% 140% Participation

More information

Benefits Handbook Date November 1, Legal Assistance Plan Marsh & McLennan Companies

Benefits Handbook Date November 1, Legal Assistance Plan Marsh & McLennan Companies Date November 1, 2013 Marsh & McLennan Companies This Plan gives you and your family access to professional legal representation through a panel of network attorneys for issues ranging from consumer protection

More information

The AGC Alternative: How to Gain Control Over Your Benefits Budget and Offer Employees More of What They Want

The AGC Alternative: How to Gain Control Over Your Benefits Budget and Offer Employees More of What They Want The AGC Alternative: How to Gain Control Over Your Benefits Budget and Offer Employees More of What They Want What we will cover today The AGC Alternative Why Employers Offer Benefits Employee Benefit

More information

Handling Unclaimed or Abandoned Wages Presented on Wednesday, November 1, 2017

Handling Unclaimed or Abandoned Wages Presented on Wednesday, November 1, 2017 Handling Unclaimed or Abandoned Wages Presented on Wednesday, November 1, 2017 1 2016 The Payroll Advisor 2 Housekeeping 3 Credit Questions Today s topic Speaker 2016 The Payroll Advisor To earn RCH credit

More information

Fourth Quarter 2014 Financial Results Supplement

Fourth Quarter 2014 Financial Results Supplement Fourth Quarter 20 Financial Results Supplement February 19, 2015 Table of contents Financial Results Segment Business Information 2 - Annual Financial Results 12 - Single-Family New Funding Volume 3 -

More information

Financial Capability Conference Ramsey Alwin, Senior Director, Economic Security October 26, 2012

Financial Capability Conference Ramsey Alwin, Senior Director, Economic Security October 26, 2012 Financial Capability Conference Ramsey Alwin, Senior Director, Economic Security October 26, 2012 NCOA - National Council on Aging NCOA is a nonprofit service and advocacy organization. Our mission is

More information

Analyzing State-Level Construction Fatality Rates,

Analyzing State-Level Construction Fatality Rates, Analyzing State-Level Construction Fatality Rates, 1992-2016 John Mendeloff Professor of Public Affairs University of Pittsburgh jmen@pitt.edu Wayne B. Gray Professor of Economics Clark University wgray@clarku.edu

More information

Increase Profitability by Controlling Insurance Premiums

Increase Profitability by Controlling Insurance Premiums Increase Profitability by Controlling Insurance Premiums Increase Profitability by Controlling Insurance Premiums Jeff Mount Senior Vice President Federated Insurance This session is eligible for 1.5 Continuing

More information

State Sales Tax on Drop Shipments: Navigating Various States' Rules on Registrations and Exemptions

State Sales Tax on Drop Shipments: Navigating Various States' Rules on Registrations and Exemptions Navigating Various States' Rules on Registrations and Exemptions THURSDAY, JUNE 25, 2015, 1:00-2:50 pm Eastern IMPORTANT INFORMATION This program is approved for 2 CPE credit hours. To earn credit you

More information

Marilyn Tavenner, CMS Administrator Don Moulds, Acting Assistant Secretary for Planning and Evaluation

Marilyn Tavenner, CMS Administrator Don Moulds, Acting Assistant Secretary for Planning and Evaluation TO: The Secretary Through: DS COS ES FROM: Marilyn Tavenner, CMS Administrator Don Moulds, Acting Assistant Secretary for Planning and Evaluation DATE: September 5, 2013 SUBJECT: Projected Monthly Targets

More information

COMPARISON OF ABA MODEL RULE FOR REGISTRATION OF IN-HOUSE COUNSEL WITH STATE VERSIONS

COMPARISON OF ABA MODEL RULE FOR REGISTRATION OF IN-HOUSE COUNSEL WITH STATE VERSIONS As of September 7, 2016 2016 American Bar Association COMPARISON OF ABA MODEL RULE FOR REGISTRATION OF IN-HOUSE COUNSEL WITH STATE VERSIONS AMERICAN BAR ASSOCIATION CENTER FOR PROFESSIONAL RESPONSIBILITY

More information

MetLaw - Hyatt Legal Services

MetLaw - Hyatt Legal Services MetLaw - Hyatt Legal Services MetLaw Hyatt Legal Services There are many times in life when you may need the services of a qualified attorney: purchasing a home, estate planning and will preparation, financial

More information

Tax Freedom Day 2019 is April 16th

Tax Freedom Day 2019 is April 16th Apr. 2019 Tax Freedom Day 2019 is April 16th Erica York Economist Madison Mauro Research Assistant Emma Wei Research Assistant Key Findings This year, Tax Freedom Day falls on April 16, or 105 days into

More information

Hot Topics. David Provost, Deputy Commissioner of Captive Insurance - Vermont. Robert H. Myers, Jr., Partner - Morris, Manning & Martin, LLP

Hot Topics. David Provost, Deputy Commissioner of Captive Insurance - Vermont. Robert H. Myers, Jr., Partner - Morris, Manning & Martin, LLP Hot Topics David Provost, Deputy Commissioner of Captive Insurance - Vermont Robert H. Myers, Jr., Partner - Morris, Manning & Martin, LLP Dan Petterson, Director of Financial Examinations - Vermont Dan

More information

CLAIMANT OPTION REQUEST Nonqualified Annuity Non-Spouse Beneficiary

CLAIMANT OPTION REQUEST Nonqualified Annuity Non-Spouse Beneficiary Symetra Life Insurance Company 777 108th Avenue NE, Suite 1200 Bellevue, WA 98004-5135 Mailing : Symetra Life Insurance Company PO Box 3882 Seattle, WA 98124-3882 Phone 1-800-796-3872 TTY/TDD 1-800-833-6388

More information

PART I POLICYHOLDER S REPORT

PART I POLICYHOLDER S REPORT 1. PLEASE FULLY COMPLETE THIS FORM 2. ATTACH ITEMIZED BILLS 3. MAIL TO HSR E-mail : UBAclaims@hsri.com HSR Plaza II 4100 Medical Parkway Carrollton, Texas 75007 Phone: (972) 512-5600 Fax: (972) 512-5820

More information

Please print using blue or black ink. Please keep a copy for your records and send completed form to the following address.

Please print using blue or black ink. Please keep a copy for your records and send completed form to the following address. 20 Disbursement for Beneficiary/QDRO Account IBEW Local Union No. 716 Retirement Plan Instructions About You Please print using blue or black ink. Please keep a copy for your records and send completed

More information

Corporate Income Tax and Policy Considerations

Corporate Income Tax and Policy Considerations Corporate Income Tax and Policy Considerations Presentation by Richard Anklam, Executive Director, New Mexico Tax Research Institute To The Interim Revenue Stabilization and Tax Policy Committee September

More information

NCCI Research Workers Compensation and Prescription Drugs 2016 Update

NCCI Research Workers Compensation and Prescription Drugs 2016 Update NCCI Research Workers Compensation and Prescription Drugs 2016 Update By Barry Lipton, FCAS, MAAA, Practice Leader and Senior Actuary, NCCI David Colón, ACAS, MAAA, Associate Actuary, NCCI Introduction

More information

FROM THE SOURCE, LLC WELCOME LETTER

FROM THE SOURCE, LLC WELCOME LETTER Hi! FROM THE SOURCE, LLC WELCOME LETTER Thank you for your interest in WineSkin. In this packet, you will find the relevant documents to consider in advance of becoming a WineSkin retailer and purchasing

More information

Federal Tax Reform Impact on 2019 Legislative Sessions: GILTI

Federal Tax Reform Impact on 2019 Legislative Sessions: GILTI Federal Tax Reform Impact on 2019 Legislative Sessions: GILTI Executive Committee Task Force on State and Local Taxation Scottsdale, Arizona November 17, 2018 Karl Frieden, COST Deborah Bierbaum, AT&T

More information

Uniform Application for Business Entity Adjuster License/Registration (Please Print or Type)

Uniform Application for Business Entity Adjuster License/Registration (Please Print or Type) Business Entity License/Registration (Please Print or Type) Check appropriate box for license requested. Resident License Resident Designated Home State: License #: Non-Resident Designated Home State:

More information

Myriam Fejzulai, et al. v. Sam s West Inc., et al.

Myriam Fejzulai, et al. v. Sam s West Inc., et al. UNITED STATES DISTRICT COURT FOR THE DISTRICT OF SOUTH CAROLINA, GREENVILLE DIVISION TO: All those persons who were members of Sam s Club during the Settlement Class Period and purchased from Sam s Club

More information

Black Knight Mortgage Monitor

Black Knight Mortgage Monitor Black Knight Mortgage Monitor Mortgage Market Performance Observations Data as of April, 2014 Month-end Black Knight First Look April 2014 2 Focus Points Prepayment activity and originations ARM loans

More information

Name of Applicant Soc Sec # _ / / Marital Status (Circle One): Single Married Divorced Widow(er) Name of Spouse Date of Birth / / Soc Sec # _ / /

Name of Applicant Soc Sec # _ / / Marital Status (Circle One): Single Married Divorced Widow(er) Name of Spouse Date of Birth / / Soc Sec # _ / / PLAN NUMBER 766570 20 IBEW LOCAL 102 SURETY FUND C/O I.E. SHAFFER & CO. 830 BEAR TAVERN RD 2 ND FLOOR PO BOX 1028 TRENTON NJ 08628-0230 PHONE (800)792-3666 FAX (609) 883-7560 Application for Benefits (Please

More information

Protect yourself with affordable Hyatt Group Legal Services. State of Florida

Protect yourself with affordable Hyatt Group Legal Services. State of Florida Legal problems can derail life s best laid plans. Protect yourself with affordable Hyatt Group Legal Services. State of Florida Legal matters, both planned and unplanned, are part of life. Enrolling in

More information

NATIONAL DURABLE POWER OF ATTORNEY SURVEY RESULTS AND ANALYSIS

NATIONAL DURABLE POWER OF ATTORNEY SURVEY RESULTS AND ANALYSIS NATIONAL DURABLE POWER OF ATTORNEY SURVEY RESULTS AND ANALYSIS Prepared by Prof. Linda S. Whitton, Co-Chair of the Advisory Committee to the Joint Editorial Board for Uniform Trusts and Estates Acts, National

More information

Distribution of Account Balance up to $5,000 under a 457 Plan

Distribution of Account Balance up to $5,000 under a 457 Plan About You Plan number 3 0 0 4 1 1 Social Security number - - First name MI Last name Sub plan number 000001 State of Hawaii 000004 County of Maui 000002 County of Hawaii 000005 County of Hawaii Water District

More information

State Trust Fund Solvency

State Trust Fund Solvency Unemployment Insurance State Trust Fund Solvency National Employment Law Project Conference - Washington DC December 7, 2009 Robert Pavosevich pavosevich.robert@dol.gov Unemployment Insurance Program

More information

Child Support and the Employer

Child Support and the Employer Child Support and the Employer An Update From the Federal Perspective Nancy Benner Employer Services Team Federal Office of Child Support Enforcement The Child Support Enforcement Program Established in

More information

Age of Insured Discount

Age of Insured Discount A discount may apply based on the age of the insured. The age of each insured shall be calculated as the policyholder s age as of the last day of the calendar year. The age of the named insured in the

More information

Older consumers and student loan debt by state

Older consumers and student loan debt by state August 2017 Older consumers and student loan debt by state New data on the burden of student loan debt on older consumers In January, the Bureau published a snapshot of older consumers and student loan

More information

Unemployment Insurance Financing

Unemployment Insurance Financing Unemployment Insurance Financing Presentation to Employment Security Council August 3, 2010 2 Discussion Topics Program Objectives Status of Nevada s Trust Fund Federal Loan Process Costs of Borrowing

More information

Report of Termination/Request for Disbursement Plumbers Local Union No. 1 Employee 401(k) Savings Plan

Report of Termination/Request for Disbursement Plumbers Local Union No. 1 Employee 401(k) Savings Plan Instructions About You Please print using blue or black ink. Send completed form to the following address or fax it to 1-866-439-8602. If faxing, please keep original for your records. Prudential PO Box

More information

American General. American General Ratings A.M. Best A+ A.M. Best A++ A.M. Best A++ A.M. Best A++ S&P AA- 5% % % 81-85

American General. American General Ratings A.M. Best A+ A.M. Best A++ A.M. Best A++ A.M. Best A++ S&P AA- 5% % % 81-85 Carrier Allianz General General General Ratings + + + A A A - Assets 30.9 Billion 25.5 Billion 25.5 Billion 25.5 Billion Product Name Dominator 5-10 Horizon Flex Horizon MYG Horizon Plus2004 Commission

More information

Variable Universal Life Permanent Life Insurance. Flexible premiums and potential cash value

Variable Universal Life Permanent Life Insurance. Flexible premiums and potential cash value Variable Universal Life Permanent Life Insurance Flexible premiums and potential cash value Why consider a Variable Universal Life Policy? Permanent life insurance protection, plus potential cash value

More information

Ameriprise Financial Legal Assistance Plan 2017 Summary Plan Description

Ameriprise Financial Legal Assistance Plan 2017 Summary Plan Description Ameriprise Financial Legal Assistance Plan 2017 Summary Plan Description 2017 Ameriprise Financial, Inc. All rights reserved. 248259 D (1/17) Table of contents Participation... 1 Costs... 1 Using the Legal

More information

Federal Personal Income Tax Restructuring and State Responses to Date

Federal Personal Income Tax Restructuring and State Responses to Date Federal Personal Income Tax Restructuring and State Responses to Date NCSL Budget and Revenue Committee Michael Mazerov, Senior Fellow July 30, 2018 State/Federal Personal Income Tax Conformity Points

More information

Frequently Asked Questions For Mandatory E-Filing*

Frequently Asked Questions For Mandatory E-Filing* E-Filing General Questions* Department of Judicial Administration Frequently Asked Questions For Mandatory E-Filing* When does the new mandatory e-filing rule begin? June 1, 2009. What gives the Clerk

More information

CARS.COM. First Quarter 2018 Earnings May 9, 2018

CARS.COM. First Quarter 2018 Earnings May 9, 2018 CARS.COM First Quarter 2018 Earnings May 9, 2018 Forward Looking Statements This presentation contains forward looking statements within the meaning of the federal securities laws, including those statements

More information

Streamlined Sales Tax Governing Board and Business Advisory Council Update

Streamlined Sales Tax Governing Board and Business Advisory Council Update Streamlined Sales Tax Governing Board and Business Advisory Council Update Charles Collins, ADP Fred Nicely, Council On State Taxation Craig Johnson, Streamlined Sales Tax Governing Board NCSL SALT Taskforce

More information

Request for Disbursement

Request for Disbursement Instructions Request for Disbursement Deferred Salary Plan of the Electrical Industry Please print using blue or black ink. This request must be authorized by your Fund Office. Please forward this form

More information

Fiduciary Tax Returns

Fiduciary Tax Returns Functions and Procedures Index Books On Line Main Directory Overview... 2 How does it work?... 3 What Information is transmitted to the Tax Service?... 4 How do I initiate this service?... 8 Do I have

More information

The Acquisition of Regions Insurance Group. April 6, 2018

The Acquisition of Regions Insurance Group. April 6, 2018 The Acquisition of Regions Insurance Group April 6, 2018 Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform

More information

January 1, Legal Assistance Plan MMC

January 1, Legal Assistance Plan MMC January 1, 2009 MMC This Plan gives you and your family access to professional legal representation through a panel of network attorneys for issues ranging from consumer protection to family law to wills

More information

State Tax Chart Results

State Tax Chart Results State Tax Chart Results Tax Type: Sales/Use Legend: N/A - Not Applicable Software as a Service (SaaS) This chart shows whether or not the state imposes a tax on the sales of Software as a Service (SaaS).

More information

Value Choice. Summary of Benefits. January 1 December 31, 2014 S5660 & S5983. Y0046_B00SNS4B Accepted

Value Choice. Summary of Benefits. January 1 December 31, 2014 S5660 & S5983. Y0046_B00SNS4B Accepted Value Choice Summary of Benefits January 1 December 31, 2014 S5660 & S5983 Y0046_B00SNS4B Accepted B00SNS4P Introduction to Summary of Benefits Thank you for your interest in Express Scripts Medicare (PDP).

More information

RhodeWorks: achieving a state of good repair through asset management

RhodeWorks: achieving a state of good repair through asset management 1 RhodeWorks: achieving a state of good repair through asset management Shoshana Lew Chief Operating Officer, RI Department of Transportation July 12, 2017 NV UT HI FL TX GA MD AR WI AL TN OR CO MN VA

More information

Florida Courts E-Filing Portal Update. September 2015

Florida Courts E-Filing Portal Update. September 2015 Florida Courts E-Filing Portal Update September 2015 Florida Bar Article E-filing is now the norm The Florida Bar http://www.floridabar.org/divcom/jn/jnnews01.nsf/8c9f13012b96736985256aa900624829/bc49c6fd08bce1458

More information

Plunging Crude Prices: Impact on U.S. and State Economies

Plunging Crude Prices: Impact on U.S. and State Economies Plunging Crude Prices: Impact on U.S. and State Economies Mine Yücel Senior Vice President and Director of Research August 7, 215 Oil and gas prices plunge Nominal price, $, weekly 16 14 12 Oil Price 1

More information

The Oil Market: From Boom to Gloom

The Oil Market: From Boom to Gloom The Oil Market: From Boom to Gloom Mine Yücel Senior Vice President and Director of Research February 12, 216 The views expressed are those of the speaker and should not be attributed to the or the Federal

More information

2017 WORKBOOK. Mandatory LTC Training

2017 WORKBOOK. Mandatory LTC Training 2017 WORKBOOK Mandatory LTC Training ABOUT THE AUTHOR EDUCATION CREDIT AND YOUR CERTIFICATE OF COMPLETION LTC Connection specializes exclusively in LTC insurance training and education and has been working

More information

Language Assistance Services

Language Assistance Services Language Assistance Services We 1 provide free language services to help you communicate with us. We offer interpreters, letters in other languages, and letters in other formats like large print. To get

More information

Just The Facts: On The Ground SIF Utilization

Just The Facts: On The Ground SIF Utilization Just The Facts: On The Ground SIF Utilization The Access 4 Learning Community (A4L), previously the SIF Association, has changed its brand name due to the fact that the majority of its 3,000 members represent

More information

THE TATITLEK CORPORATION 401(K) PLAN FINAL DISTRIBUTION FORM (907)

THE TATITLEK CORPORATION 401(K) PLAN FINAL DISTRIBUTION FORM (907) Return Form To: Human Resources Department 561 East 36 th Avenue Anchorage, AK 99503 Fax (907) 334-1981 THE TATITLEK CORPORATION 401(K) PLAN FINAL DISTRIBUTION FORM (907) 278-4000 Participant Information

More information

RMAC REMIC TRUST, SERIES

RMAC REMIC TRUST, SERIES Monthly Report for Distribution dated Sep 16, 216 Global Corporate Trust Services DISTRIBUTION PACKAGE TABLE OF CONTENTS Statement to Certificateholders Page 1 Delinquency Report Page 4 Delinquency History

More information

Q INVESTOR PRESENTATION. May 4, 2018

Q INVESTOR PRESENTATION. May 4, 2018 Q 208 INVESTOR PRESENTATION May 4, 208 DISCLAIMERS FORWARD-LOOKING STATEMENTS. The financial results in this presentation reflect preliminary unaudited results, which are not final until Form 0-Q for the

More information

Building a culture of engagement Bryan Crowell AVP Continuous Improvement Intermountain Healthcare

Building a culture of engagement Bryan Crowell AVP Continuous Improvement Intermountain Healthcare Building a culture of engagement Bryan Crowell AVP Continuous Improvement Intermountain Healthcare I N T E R M O U N TA I N H E A LT H C A R E Hospitals Since 1975 22 hospitals 2,784 licensed beds $6.1

More information

Installment Loans CHARTS. No cap other than unconscionability:

Installment Loans CHARTS. No cap other than unconscionability: NCLC NATIONAL CONSUMER LAW CENTER Installment Loans WILL STATES PROTECT BORROWERS FROM A NEW WAVE OF PREDATORY LENDING? Copyright 2015, National Consumer Law Center, Inc. CHARTS CHART 1 Full APRs Allowed

More information

Contents of the Application Package. Additional Documents to Provide INSTRUCTIONS FOR SUBMISSION. Silvergate Bank Correspondent Services Group

Contents of the Application Package. Additional Documents to Provide INSTRUCTIONS FOR SUBMISSION. Silvergate Bank Correspondent Services Group Thank you for your interest in becoming an approved correspondent client with Silvergate Bank. In order to make the application process as customerfriendly as possible, we have outlined the documents and

More information

The State Tax Implications of Federal Tax Reform Legislation

The State Tax Implications of Federal Tax Reform Legislation The State Tax Implications of Federal Tax Reform Legislation Executive Committee Task Force on State and Local Taxation Phoenix, Arizona January 14, 2017 Joe Crosby, Multistate Associates Karl Frieden,

More information

Q Investor Presentation. November 2, 2018

Q Investor Presentation. November 2, 2018 Q3 08 Investor Presentation November, 08 Disclaimer FORWARD-LOOKING STATEMENTS. The financial results in this presentation reflect preliminary unaudited results, which are not final until the Form 0-Q

More information

RESEARCH REPORT VARIABLE RATE DEMAND OBLIGATIONS 2010 UPDATE OCTOBER New York n Washington. Volume V No.

RESEARCH REPORT VARIABLE RATE DEMAND OBLIGATIONS 2010 UPDATE OCTOBER New York n Washington. Volume V No. RESEARCH REPORT OCTOBER 21 VARIABLE RATE DEMAND OBLIGATIONS 21 UPDATE Volume V No. 16 New York n Washington Variable Rate Demand Obligations Q2 29-21 VARIABLE RATE DEMAND OBLIGATIONS Variable rate demand

More information

Section 4(f) That was then this is now. Recent developments in Section 4(f) compliance

Section 4(f) That was then this is now. Recent developments in Section 4(f) compliance Section 4(f) That was then this is now Recent developments in Section 4(f) compliance Section 4(f) of the 1966 DOT Act The Secretary may approve a transportation program or project requiring the use of

More information

Language Assistance Services

Language Assistance Services Language Assistance Services We 1 provide free language services. We provide free services to help you communicate with us. Such as, letters in others languages or large print. Or, you can ask for an interpreter.

More information

Alternative Paths to Medicaid Expansion

Alternative Paths to Medicaid Expansion Alternative Paths to Medicaid Expansion Robin Rudowitz Kaiser Commission on Medicaid and the Uninsured Kaiser Family Foundation National Health Policy Forum March 28, 2014 Figure 1 The goal of the ACA

More information

Request for Disbursement Vermont State Teachers Retirement System 403(b) Plan

Request for Disbursement Vermont State Teachers Retirement System 403(b) Plan Request for Disbursement Vermont State Teachers Retirement System 403(b) Plan Instructions Please print using blue or black ink. This request must be authorized by your employer. Please forward this form

More information

MetLife Auto & Home Metropolitan Property and Casualty Insurance Company 700 Quaker Lane, Warwick, RI 02887

MetLife Auto & Home Metropolitan Property and Casualty Insurance Company 700 Quaker Lane, Warwick, RI 02887 MetLife Auto & Home Metropolitan Property and Casualty Insurance Company 700 Quaker Lane, Warwick, RI 02887 Legal Services Plan Certificate of Coverage We re Glad You re Part Of The Metropolitan Family!

More information

Comparative Revenues and Revenue Forecasts Prepared By: Bureau of Legislative Research Fiscal Services Division State of Arkansas

Comparative Revenues and Revenue Forecasts Prepared By: Bureau of Legislative Research Fiscal Services Division State of Arkansas Comparative Revenues and Revenue Forecasts 2010-2014 Prepared By: Bureau of Legislative Research Fiscal Services Division State of Arkansas Comparative Revenues and Revenue Forecasts This data shows tax

More information

PRODUCTS CURRENTLY AVAILABLE FOR SALE. Marquis SP

PRODUCTS CURRENTLY AVAILABLE FOR SALE. Marquis SP INTEREST RATES - April 16, 2017 to May 15, 2017 Notices 1. Before soliciting or taking any annuity applications, it is required that you have completed Lafayette Life's Annuity Training and any Continuing

More information