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Plan recoupment problems

January 14, 2013

Unfortunately, many people have, at one time or another, received a letter in the mail from the administrator of their pension plan informing them that “we made a miscalculation on your payments”. Typically, this kind of all-too-common error results in a request to reimburse the company the amount you owe them (if any), either as a one-time lump sum payment, or as an ongoing deduction from your payments.

In cases of overpayment, there is little recourse for a family. You must protect yourself upfront. The single most important thing that you can do is to thoroughly review the information from your pension company to make sure that the information they have recorded is accurate. Pay special attention to your years of service and your benefits level. Many people who are placed into situations like these are already on fixed incomes, and responding to and recovering from costly errors like this is something that they simply cannot afford.

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This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.

Andrew Wood, Dan Simon and Alison Slezak are Investment Advisor Representatives. Advisory services are offered through CoreCap Advisors, LLC., a Registered Investment Advisor. CoreCap Advisors, LLC and Daniel A. White & Associates, LLC are separate & unaffiliated entities. 

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