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Home > I have retirement money out there I forgot

I have retirement money out there I forgot

September 12th, 2006 at 07:00 pm

Sounds stupid on my part eh? It is. But it not like I lost the passbook or have the account statements going to the wrong address.

I have 2 defined benefit pensions from companies that I used to work with that I'm a deferred vested in. So when I get to retirement age I have some money coming from them. Not much but I go by the theory it all adds up

I could have taken the money from these but I think (going by memory here) both are indexed therefore it might be hard for me to do as well.

I have never seen any statements from these pension plans. As an employee you get statements very year I don't get statements from them. I don't know if as a deffered vested I am supposed to or not. I haven't moved so its not that they are sending them to a wrong address.

My boss is an actuary, even though he's not a pension actuary I'll ask him if I'm supposed to get statements. He's geeky enough to know that - and honest enough to tell me if he doesn't know. He'll also likely be able to tell me who to ask if he doesn't know.

1 Responses to “I have retirement money out there I forgot”

  1. LuxLiving Says:

    This may not help you, but maybe somebody else here will find this link


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