Gerontology Institute Blog

UMass Boston

Category

Pension Action Center

‘So responsive’: A Pension Action Center success story

It took navigating a company merger, the sale of pension assets, and COVID work absences, but a volunteer counselor at UMass Boston’s Pension Action Center was able to track down and recover a client’s pension benefits. It has taken a… Continue Reading →

Helping aging services providers prevent tech-based scams

Economists say baby boomers age 70 and older hold the greatest wealth of any generation to date. Increasingly, that wealth is the target of financial fraud, or scams. During the pandemic, as older people are relying increasingly on telephones and… Continue Reading →

Pension Rights

Help is available to secure your pension Whether your retirement is close at hand or years away, you’re likely counting on savings and other income sources you’ve maintained to provide you with a comfortable and secure life after working for… Continue Reading →

Help for locating your “lost” 401(k) account

No one intentionally loses money or leaves it behind. Yet, Americans have left billions of dollars in unclaimed 401(k) accounts. You may have changed jobs and, in the rush to wrap things up or accommodate a move to another state,… Continue Reading →

PAC Case Study: Pension Confusion Resolved, but Benefit Arrived Decades Too Late for Former Chicago Hospital Worker

Lillie McWilliams passed away at the age of 86 without getting a dime of her pension. McWilliams worked at a hospital in Chicago as a housekeeper in the late 1970s and early 1980s. Her daughter, Carol Griffin, believes she never… Continue Reading →

PAC Case Study: Tracking Down Benefit When Employer Transforms Pension into Annuity

There was a reason why Marco couldn’t find the pension he had earned many years ago. It didn’t exist any longer. Many clients call the Pension Action Center because they can’t figure out who is responsible for paying them benefits… Continue Reading →

Students Jump in to Help Pension Action Center Manage Surge in Callers Seeking Help With Benefits

Can you wear out a phone? The Pension Action Center at UMass Boston’s Gerontology Institute is always busy fielding calls from people seeking help to track down their pensions or investigate benefits they believe they are owed. But the pace… Continue Reading →

PAC Case Study: Defending Retiree After Pension Plan Sent Her $37,000 Bill for Error it Made Long Ago

The Gerontology Institute’s Pension Action Center is part of the McCormack Graduate School at UMass Boston. It provides free legal assistance to low- and moderate-income workers, retirees and their survivors in the six New England states and Illinois whose pension benefits have… Continue Reading →

Few Legal Options for Workers, Retirees When Church-Affiliated Hospital Pension Plans Fall Short

Bernice Benson spent 37 years working in the business office at St. Clare’s Hospital in upstate New York before retiring in 2008. The exit interview didn’t go well. Benson learned her defined benefit pension would not be “what she had… Continue Reading →

PAC Case Study: Timing of Pension Claim Helps Former Wife Collect Survivor Benefit

The Gerontology Institute’s Pension Action Center is part of the McCormack Graduate School at UMass Boston. It provides free legal assistance to low- and moderate-income workers, retirees and their survivors in the six New England states and Illinois whose pension benefits… Continue Reading →

© 2022 Gerontology Institute Blog — Powered by WordPress

Theme by Anders NorenUp ↑

Skip to toolbar