Duplicate DB benefit payments

[Guest Blueglass]

If a plan administrator neglected to offset a frozen DB annuity from the participants total benefit (all from the same plan), is the participant responsible for paying back the over payments (duplicate payments from trust and annuity company)? If so, is there a limit the plan administrator can request back due to the error? Or a limit on how far back (years) the plan administrator could collect the money?

Also, bird walking sorry, what happens if social security makes an error on a participant calculation. Can social security ask for the money back (if participant was over paid)?

[Mike Preston]

I don't think a plan is limited in any way. If overpayments have taken place they can go back as far as they deem appropriate under the circumstances.

I have no idea about Social Security's ability to reduce future payments or to collect on past over payments.

[david rigby]

You might get some value from prior discussion threads on this topic. Perhaps using the Search feature with keyword "overpayment".