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I want to know the status of my pesion plan. Plan number 16-0999333-001. I would like to know any information you can provide. David Gelabert?

Mar 04, 2013 by David from Hamlin, NY in  |  Flag
4 Answers  |  6 Followers
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5 votes

The best place to check for information on this would be your HR department. This site does not have this type of information.

2 Comments   |  Flag   |  Mar 04, 2013 from Las Vegas, NV
David

I no longer work for this company. What can I do?

Flag |  Mar 04, 2013 near Hamlin, NY
Michael B. Keeler, CFP®, CLTC

It doesn't matter whether you work there or not, they must still provide you with the information about your pension.

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Flag |  Mar 04, 2013 near Las Vegas, NV

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5 votes
Peter C. Karp Level 20

David,

In order to find out the status of your pension plan you should call the number on your retirement plan statement and request information If you do not have a statement, call the HR department at your current or previous employer, depending upon where your plan was established and ask them for the status. You should also request a copy of the Summary Plan Description as pension plans are not all the same and therefore have different types of guidelines that are governed by the Plan document.

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Comment   |  Flag   |  Mar 11, 2013 from San Francisco, CA

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3 votes

David,

As I've often answered before, NEVER, EVER, post your name AND plan number online. You're just aking to get hacked, or, worse yet, your identity to be stolen.

So, as my colleagues above have stated, the best place to start is with your last statement. There should be a contact number there.

If you can't find your last statement, then google your ex-employer for their phone number, and ask for Human Resources Department. They will be able to provide you with any information you migh need. While you have them on the phone, have them change your contact information if it has changed since your worked for them.

Best Regards,

Rod Miller, CFP, CLU, ChFC

Comment   |  Flag   |  Mar 11, 2013 from Springfield, MO

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1 vote

Call Human Resources and get the phone number of the Plan Administrator. The Plan Administrator can answer your questions and also give you directions to access the online portal, where you can review your account anytime.

View all 4 Comments   |  Flag   |  Mar 04, 2013 from Delray Beach, FL
Dieter T. Scherer, Jr., CFP®

Yes, as Michael mentions, your former HR department should be able to point you in the right direction. The Plan Administrator will be able to give you the information you require and begin sending you either a paper statement or, if it's available, credentials to the online portal.

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Flag |  Mar 04, 2013 near Chester, MD
David

thank you, David

Flag |  Mar 04, 2013 near Hamlin, NY

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