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Pension counseling

Should you take your pension as a lump sum?

Publication

Updated: August 2015

Some companies have offered to cash out the pensions of certain retirees and former employees and instead give them a one-time lump-sum payment.

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What is Recoupment?

Publication

Updated: July 2015


I received a letter from my pension plan stating that it has been overpaying me. The letter says that the plan is going to reduce my monthly payments and that I will also have to pay an additional amount to the plan. What can I do?

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Conn. Passes Protection for Transferred Pension Assets

News Item

Connecticut Governor Dannel Malloy signed Public Act 15-167 into law, bringing additional protections to retirees’ assets from creditor claims.

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Upper Midwest Pension Rights Project finds "lost" pension plan

Page

There are many details to keep track of when companies are bought or sold, and sometimes a company's pension plan can fall through the cracks. The company Jack* was employed by for more than 20 years was sold and later spun off into an independent entity. Jack had kept track of the company so he knew where to go when it is was time for him to claim his pension.

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As Pension Recoupment Grows, Advocates For Pensioners Offer Advice to Agencies

News Item

Pension plans have been ratcheting up demands that retirees reimburse them for benefit overpayments, and a lack of government guidance has pushed those efforts even further, advocates for pensioners told Bloomberg BNA.

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Older Americans Month 2015 – Helping older Americans get into the act

Blog entry

May 1 marked the start of Older Americans Month, a time when the aging services community highlights the country’s older Americans and the programs that serve them.

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Pension Plan Clawbacks Becoming More Common In U.S.

News Item

In recent months, many seniors have been surprised to find that they have been the subject of a pension plan clawback, an action that is occurring more frequently across the United States.

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How to search for lost pension money

News Item

Dear Savvy Senior: What tips can you offer for tracking down a lost pension from a previous employer?

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8 Questions To Ask Before Taking A Pension Lump Sum Offer

News Item

When it comes to analyzing a lump sum pension offer, employees need more help. That’s the conclusion of a new Government Accountability Office report, Participants Need Better Information When Offered Lump Sums That Replace Their Lifetime Benefits.

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Can They Grab Your Pension?

News Item

Clawbacks become more common as plans discover they overpaid recipients.

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