This booklet covers private investment retirement plans governed by state laws and guidelines in the Employee Retirement Income Security Act of 1974 (ERISA). Your employer's retirement savings plan is an essential part of your future financial security. This booklet helps you understand your plan and explains what information you should review periodically and where to go for help with questions.. It includes information on:
Different types of retirement plans;
What information you can get about your plan;
When and how you can receive retirement benefits;
What to do if you have a question or find a mistake;
The responsibilities of those who manage the plan and investments;
Your responsibilities to understand and monitor your plan; and
Specific circumstances such as how a divorce or change of employer ownership may effect your retirement benefit.
Get a first-hand account of this book on our blog: https://govbooktalk.gpo.gov/2018/04/25/maximize-your-dollars-during-mone...
Introduction. ..1
Chapter 1. Types of Retirement Plans..3
Chapter 2. Erning Retirement Benefits..5
Chapter 3. Plan Information to Review..11
Chapter 4. Payment of Benefits.. 17
Chapter 5. Taking Your Retirement Benefit With You..21
Chapter 6. Filing Claim for Benefits..23
Chapter 7. Responsibilities of Plan Fiduciaries..25
Chapter 8. Your benefit During a Plan Termination or Company Merger..29
Chapter 9. Potential Claims Against Your Benefit (Divorce)..231
Chapter 10. What to Do if You Have a Problem..33
Glossary..35
Investment Advisers, Accountants, CPAs, Individual Investors, Employers and owners, Federal Governemnt employees engaged in the financial protection of individual investors
Product Details
- Retirement
