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Plan Sponsor Actions When a Former Participant Receives a 'Potential Benefit' Letter from the Social Security Administration
American Retirement Association [ARA] 
Aug. 21, 2025 "These letters often cause confusion for both former participants and plan sponsors because they frequently cite stale information.... If a current or former plan participant provides their plan sponsor or administrator with one of these SSA letters, the plan sponsor or administrator should conduct a thorough review of the plan’s files to locate the account of the former participant and determine whether there is any balance in the account, and, if not, what happened to the balance." MORE >> |
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