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Old 05-08-2005, 09:56 AM
Frank
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Default Re: Defunct pension plan

Look on your last Summary Annual Report(SAR) or Summary Plan
Description(SPD) there should be an address to contact the Department
of Labor about your plan. Here's a link to their web site on
Participant's Rights.

http://www.dol.gov/dol/topic/health-...pantrights.htm

http://www.dol.gov/ebsa/publications..._brochure.html

http://www.dol.gov/ebsa/aboutebsa/main.html#section4

This last web site tells you how to contact the Employee Benefit
Security Administration(EBSA) about your plan.

Or as the DOL site suggests you may need to contact the IRS or PBGC
(if this is a defined benefit plan).

Search the web, I believe there may be some other government
sponsored web sites on how to find out about your plan.

EBSA may be the best place to start if you aren't getting anywhere
with your former employer. Or ask your former employer who the new
plan administrator is and how to contact them directly.

Frank


wrongaddress[at]att.net wrote:
- quote -

> I have a vested interest in a company pension plan that was active
> until the year 2000. But I have not received any financial statements
> since then for 5 years and am concerned the benefits may not
> be available. I have contacted the company and received a response
> that the actuarial responsibilities for the Pension Plan were
> transferred to new management and financial statements would
> be available in February of this year (2005). When statements
> did not arrive in March, I again contacted the company and received
> a response they would check up on it and let me know.
> I am getting concerned the pension plan benefits may never be
> paid and wondering how I should proceed from here?
> -Bill


  #-1  
Old 04-20-2005, 10:02 AM
wrongaddress@att.net
Guest
 
Posts: n/a
Default Defunct pension plan

I have a vested interest in a company pension plan that was active
until the year 2000. But I have not received any financial statements
since then for 5 years and am concerned the benefits may not
be available. I have contacted the company and received a response
that the actuarial responsibilities for the Pension Plan were
transferred to new management and financial statements would
be available in February of this year (2005). When statements
did not arrive in March, I again contacted the company and received
a response they would check up on it and let me know.

I am getting concerned the pension plan benefits may never be
paid and wondering how I should proceed from here?

-Bill

 

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defunct, pension, plan
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