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Trouble collecting retirement

Old 05-25-2018, 10:52 AM
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Default Trouble collecting retirement

I am working with my grandmother who is having trouble collecting part of her retirement. The company (moderate to large sized defense contractor) that she worked for back in the 80's-90's has been sold a number of times but she recently got a letter stating that they owe her a significant amount in retirement. It was supposed to be paid monthly since 2000 but got swept under the rug until just now. We have been working with an attorney who has proved to be useless and we finally fired him after we got nowhere in nearly 6 months. We seem to get passed around different departments and aren't really getting anywhere. Is there a company or attorney that could help up with this? It's getting quite out of hand and I hate to see her frustrated. She doesn't need to money to live but all legal opinions we have gotten point to her being owed the money without question. It's a fairly significant amount of money and I'd hate to just throw in the towel.
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Old 05-25-2018, 10:56 AM
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Who sent her the letter? The company? If so, why does she need an attorney?
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Old 05-25-2018, 10:57 AM
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Get a POA from grandma and contact the Labor Depratment's Employee Benefits Security Administration with a certified copy sent to the plan manager.
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Old 05-25-2018, 11:00 AM
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Originally Posted by toby10 View Post
Who sent her the letter? The company? If so, why does she need an attorney?
My mistake I read the letter again. It is from the Social Security Administration. It states she is owed pension benefits from her company and goes on to list the company, plan number, ID number etc.

The attorney did some legwork to make sure it was a legitimate letter. They were able to determine the fund was valid and she was owed the money. The attorney then "got sick" and didn't respond for 6 weeks, then started firing off letters to places that had no bearing on the claim. They tried to pass us on to another attorney in the firm who was just too overloaded to take time to review the claim and get back to us. We told the firm we had waited enough and would seek counsel elsewhere if needed.
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Old 05-25-2018, 11:02 AM
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Originally Posted by Leeroyjenkins View Post
My mistake I read the letter again. It is from the Social Security Administration. It states she is owed pension benefits from her company and goes on to list the company, plan number, ID number etc.
An even bigger reason to reach out to the SSA, but I don't believe they are enforcement like the labor department is.
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Old 05-25-2018, 11:14 AM
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Originally Posted by BACKTOTHESEA View Post
An even bigger reason to reach out to the SSA, but I don't believe they are enforcement like the labor department is.
Thanks! This is the exact letter she got. I'll call them now

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Old 05-25-2018, 12:17 PM
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How about contacting your Senator and Representative's offices?
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Old 05-25-2018, 12:49 PM
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Contact the PBGC Pension Benefits Guarantee Corp in wash D.C.(a govt sponsored corp) that handles pension benefits. That's all an attorney will do. You probably don't need to waste money on an attorney. Just do the leg-work
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Old 05-25-2018, 02:00 PM
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Thanks all. I contacted the SSA and they put me in contact with someone else. Apparently her company was recently acquired by Lockheed. It's going to take some time to sort this out, that at least explains why we were getting the run around before as they were dealing with a benefits merger.
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Old 05-26-2018, 02:13 PM
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Good lesson for everyone who will or is collecting . Companies took your money out but did they declare ,and pay ssa
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Old 05-26-2018, 03:57 PM
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The operative word is "Potential."

The letter she received states "We are writing to tell you that you, or the worker whose Social Security number appears at the top of the form, MAY be entitled to some retirement benefits from a private employer. Also, your family, or the worker's family, may be entitled to retirement or survivor benefits."

I received a similar letter recently, and I know that I am NOT entitled to retirement benefits from the private employer listed from years ago because I took a lump-sum payout a long time ago from this same employer.

Don't count any chickens before they're hatched. Larger government-centric contractors/employers are usually in full compliance when it comes to retirement benefits and pensions because the penalties are severe.
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