[Ipg-smz] Two lumps of "retirement" coal in my holiday stocking

[Tara Calishain]

David, I don't know where you live specifically, but there are eight
listings for David Needle in California's unclaimed property database. Just
saying. https://ucpi.sco.ca.gov/UCP/Default.aspx

On Mon, Dec 23, 2019 at 1:14 PM Mark Brownstein via Ipg-smz <
ipg-smz at netpress.org> wrote:

> I wouldn't be too surprised to find that the states where these companies
> were located had the funds in an impound account or two. I believe that the
> retirement accounts established by these companies HAD TO BE maintained
> separately from the core businesses, so the funds may still be there,
> gathering interest all these years, if you can find them.
>
> Maybe the Social Security Administration can point to to where these funds
> are reportedly being held and, counterintuitively, actually HELP you to
> find those accounts - or whatever agency is still holding them for you.
>
> It may take some work, but the reward should be well worth it.
>
> Either way, the topic of 'what happens to my retirement accounts when the
> company goes 'poof'?' may become an interesting article.
>
>
>
> On 12/22/2019 1:44 PM, David Needle via Ipg-smz wrote:
>
>
>
> I recently applied for social security - yeah, I'm that old. Sigh. But not
> retiring.
>
> Anyway, I just received two letters from the Social Security
> Administration headed
> *Potential Private Retirement Benefit Information. *
>
> Each one begins: *"We are writing to tell you that you, or the worker
> whose Social Security number appears at the top of this form, MAY be
> entitled to some retirement benefits from a private employer .*
>
> Long story short, one letter says there is a "value" of $18,376 in a
> retirement account connected to CMP Publications reported in 1998 and the
> other lists $34,687 from Computer Currents Publishing reported in 1996.
>
> Both of those companies are long gone so I assume this is just some
> unresolved accounting by Social Security. While I don't remember these
> exacty figures, I did have a 401K at both companies so I assume that is
> what is this is in reference to and the money isn't actually owed to me or
> even exists anywhere as I would have rolled it over long ago.
>
> Oh well, got excited there for a minute.
>
>
>
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