The ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in Washington is representative of a common inquiry involving notices received by plan participants. The advisor asked: Show
“My client received a notice from the government telling him he may have retirement benefits with a former private employer. What is this notice?” Highlights of Discussion • What your client likely received was a SSA-L99-C1, Potential Private Pension Benefit Information form from the Social Security Administration (SSA). Conclusion The Potential Private Pension Benefit Information form is just another way that “Big Brother” is looking out for
retirees. The Columbia Management Retirement Learning Center Resource Desk is staffed by the Retirement Learning Center, LLC, a third-party industry consultant that is not affiliated with Columbia Management. For informational purposes only. Please consult a tax advisor or attorney for specific tax or legal needs. © 2013 Columbia Management Investment Advisers, LLC. Used with permission. We use cookies to improve security, personalize the user experience, enhance our marketing activities (including cooperating with our marketing partners) and for other business use. Click “here“ to read our Cookie Policy. By clicking “Accept“ you agree to the use of cookies. Read less Read more Accept How It Works
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What is a potential private retirement benefit information letter?What does this mean? This notice was sent to you by the Social Security Administration (SSA) because you filed a claim for social security benefits. It is a reminder about private employer retirement benefits that you have earned, also called "deferred vested benefits".
Does a private pension affect Social Security?Does a pension reduce my Social Security benefits? In the vast majority of cases, no. If the pension is from an employer that withheld FICA taxes from your paychecks, as almost all do, it won't affect your Social Security retirement benefits.
Why would the Social Security Administration send me a letter?Whenever we send you a notice, it is because there is something you should know or do about your claim, benefit status or benefit amount. We send you a notice before we make a change to your benefit amount or eligibility. We will send a notice whenever we must tell you about activity on your case.
How can you tell if a Social Security letter is real?If you receive a letter from Social Security and are not sure if it is real or not, you can verify it by calling 1-800-772-1213. SSA also encourages people to set up an account at My Social Security to be able to check notices and your benefits at any time.
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