This subchapter contains guidelines for handling Employee Retirement Income Security
Act (ERISA) inquiries from:
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Social Security claimants; or
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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.