Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Compass
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From SSA: FAQs for Individuals About the Potential Private Benefit Information Notice (PDF)
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] [Official Guidance] Apr. 9, 2013
"[Question:] I received an SSA Potential Private Retirement Benefit Information notice. What does this mean? [Answer:] 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.' The [IRS] provided this information to SSA. The information is provided to the IRS by the plan administrators of the private retirement plans that you participated in while you were an employee. You may have already received some or all of these benefits."
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