Corrected filing for a terminated Plan?

[RCK]

My last post got no responses, so maybe this topic will prove more interesting.

In 2002 we merged a plan for an acquisition into our "core" plan. Because there were numerous employee terminations, and we were more aggressive in making distributions, we paid out quite a few people. And we reported them appropriately on the SSA--either as Adds or as Deletes.

The Problem: it is clear to me that people we reported as deletes on the 2002 SSA accompanying the final 5500 never reached the Social Security Administration. They are on the 2002 SSA as Deletes, but every week a few call me looking for "the benefits that Social Security told them they had".

Showing them as Deletes on the successor plan isn't going to help. Other ideas?

[WDIK]

How many "deletes" are we talking about?

[pmacduff]

What about a separate mailing to the Social Security Administration with an explanation and a listing (or even duplicates of the Schedule SSA pages). At worst you may get a response on the proper procedure and at best maybe that will take care of the issue.

As WDIK asked; how many are we talking about......

[JanetM]

Am skeptical, we send D codes to SSA every year and still get folks calling when they get the "you MAY have" letter from SSA. My cynical voice is telling me SSA only cares about A, B and C codes.

[RCK]

How many? Let's say 450.

Our "core" plan has aobut 20,000 partiicpants. the plan in quesiton had about 1,000. But I get many times as many inquiries about the small plan than the core plan. And I get virtually no inquiries from all the other plans we've merged/termed.