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Value of pension benefits
originally posted: 11/22/2006
reposted: 2/18/2011 This post has not
been recently reviewed or revised by the author and may be out of date.
If in doubt, please send a new question or ask for an update.
Q: I receive statements from my
employer about my 401(k) plan but have not received a statement of my
pension plan benefits. How do I find out about the benefits?
A: 401(k) plans are required to
send valuation statements every three months but pension plans are not
subject to these requirements. Under the new pension law effective for
2007, pension valuation statements could be delayed until 2010 so you
might have to wait awhile. In any event, the employer will provide
other written communication over the next year that will allow you to
estimate your pension benefits even in absence of an actual valuation
statement.
Summary
More resources:
resources
