What You Should Know about Your Pension Rights

Front Cover
Barry Leonard
DIANE Publishing, Feb 1, 1995 - 48 pages
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Explains your rights and obligations under your pension plan. Chapters include: ERISA and your pension plan; your right to plan information; benefit accrual and vesting; payment of benefits; providing survivor benefits to your spouse; making a benefits claim and filing suit under ERISA; dividing your pension for family support; protecting your plan's assets from mismanagement and misuse; ERISA's protections against inadequate plan funding; protecting your benefits in the event of plan terminations and mergers; and list of regional and district offices of the Dept. of Labor's Pension and Welfare Benefits Administration.
 

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Contents

II
6
V
8
VII
9
IX
10
XI
11
XII
12
XIV
14
XV
15
XXIX
28
XXXI
30
XXXIV
31
XXXVIII
32
XXXIX
33
XLI
34
XLII
36
XLIV
37

XVI
17
XIX
18
XX
19
XXI
20
XXII
21
XXV
23
XXVI
26
XXVIII
27
XLVII
38
XLVIII
39
L
40
LI
42
LIV
44
LVI
45
LVIII
46

Common terms and phrases

Popular passages

Page 6 - The Employee Retirement Income Security Act of 1974 (ERISA) is a federal law that sets minimum standards for pension plans in private industry.
Page 40 - USC 1104(a)(l), to act solely in the interest of participants and beneficiaries and for the exclusive purpose...
Page 7 - ... and funding; provides fiduciary responsibilities for those who manage and control plan assets; requires plans to establish a grievance and appeals process for participants to get benefits from their plans...
Page 36 - I, he is to provide a copy of the complaint to the Secretary of Labor and the Secretary of Treasury by certified mail. A copy is not required to be provided in any action which is solely for the purpose of recovering benefits under the plan. The Secretary of Labor or the Secretary of Treasury, or both, are to have the right to intervene in any action at their discretion.
Page 32 - Looking Out for #2: A Married Couple's Guide to Understanding Your Benefit Choices at Retirement from a Defined Contribution Plan (Publication 1565) Looking Out for #2: A Married Couple's Guide to Understanding Your Benefit Choices at Retirement from a Defined Benefit Plan...
Page 28 - The required beginning date is generally April 1 of the calendar year following the calendar year in which the plan participant or IRA owner attains age 70 Vz.
Page 10 - ERISA does not apply to plans maintained solely to comply with workers' compensation, unemployment compensation, or disability insurance laws; plans maintained outside the United States for nonresident aliens; and excess benefit plans.
Page 36 - ... unlawful for any person to discharge, fine, suspend, expel, discipline, or discriminate against a participant or beneficiary for exercising any right to which he is entitled under the provisions of an employee benefit plan...
Page 38 - ... the amount or percentage) of the benefit to be paid to the alternate payee; and • the number of payments or time period to which the order applies.
Page 8 - You will ultimately receive the balance in your account, which is based on contributions plus or minus investment gains or losses. The value of your account will fluctuate due to changes in the value of your investments.

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