Audience:

DO/BO/TSC:
CR, CR TII, CR TXVI, FR, OA, OS, SR
OEO:
ADOCPA, AMRSC, DCCRC, SDLCEC, SDOCCEC, SDOCPA

TN 1 (07-04)

RM 03270.001 General — ERISA Inquiries

Introduction

This subchapter contains guidelines for handling Employee Retirement Income Security Act (ERISA) inquiries from:

  • the general public;

  • Social Security claimants; or

  • pension plan administrators.

These guidelines supplement basic information about ERISA and SSA's role in the private pension plan system in RM 03201.001 - RM 03201.007.

NOTE: We can disclose information about an individual's vested pension rights on file with SSA only as the law permits. — For basic rules on access to SSA’s records, see GN 03301.005.

CAUTION: SSA does not always have detailed information about the plan or current information on the administrator of the plan.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0103270001
RM 03270.001 - General -- ERISA Inquiries - 06/02/2014
Batch run: 06/02/2014
Rev:06/02/2014