[WSBAPT] retirement funds - how to investigate
Rob Wilson-Hoss
rob at hctc.com
Thu Feb 19 13:29:02 PST 2015
Widow has a Potential Private Retirement Benefit Information
sheet from the Social Security Administration, mailed to her but with
husband/decedents name and SSN referenced. It says, We are writing to
tell you that you, or the worker whose Social Security number appears at the
top of this form, MAY be entitled to some retirement benefits from a private
employer. Also, your family, or the workers family, may be entitled to
retirement or survivor benefits. It lists the Plan Name, Plan Number, Plan
Administrator and Address, Year Reported (2000), Type of Benefit, Payment
Frequency, and Value of Account.
The decedents employer (listed correctly in the Plan Name and
Plan Administrator) was bought out by another company presumably after he
retired. The new company informs us that it cannot find his name, SSN, or
Plan Numbers in its system. It also told us that Great West Financial was
the provider/plan administer/vendor for the first company's retirement
funds, and that Great West would continue to hold such funds for anyone who
retired before the company takeover.
Great West Financial informs us that it cannot find the name, SSN,
or Plan Numbers for the decedent in its system.
Is there any way to track possible benefits that anyone knows
about?
Thanks.
Rob
Robert D. Wilson-Hoss
Hoss & Wilson-Hoss, LLP
236 West Birch Street
Shelton, WA 98584
360 426-2999
www.hossandwilson-hoss.com
rob at hctc.com
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