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- How muHow much income will you receive when you retire ?
- Age 60: _______ 62: _______ 65: _______ 67: _______
- How many years must you be in the retirement plan before you become vested (entitled to benefits even if you separate from the employer) ?
- What are the vesting provisions ?
- What are the provisions for voluntary early retirement ?
- Can you transfer credit to another employer’s plan ?
- Is there a cost-of-living adjustment in the retirement benefits after you have retired ?
- Are there disability payments in addition to or instead of pension benefits ?
- What is the exact definition of disability that would qualify you to receive benefits ?What benefits are paid to survivors before retirement ?
- What are the survivors’ benefits if you die after retirement ?
- What determines survivor eligibility to collect benefits ?
- Can you make additional contributions to the plan ?
- Are any portions of these additional contributions tax deductible or eligible for a reduction in taxable wages ?
- How are your additional contributions invested and what is the risk and anticipated rate of return ?
- What are the provisions for withdrawing additional contributions, if needed ?
- Can you direct the investment of your account into various investment accounts ?
- What are the investment accounts available ?ch income will you receive when you retire ?
Age 60: _______ 62: _______ 65: _______ 67: _______ - How many years must you be in the retirement plan before you become vested (entitled to benefits even if you separate from the employer) ?
- What are the vesting provisions ?
- What are the provisions for voluntary early retirement ?
- Can you transfer credit to another employer’s plan ?
- Is there a cost-of-living adjustment in the retirement benefits after you have retired ?
- Are there disability payments in addition to or instead of pension benefits ?
- What benefits are paid to survivors before retirement ?
- What are the survivors’ benefits if you die after retirement ?
- What determines survivor eligibility to collect benefits ?
- Can you make additional contributions to the plan ?
- Are any portions of these additional contributions tax deductible or eligible for a reduction in taxable wages ?
- How are your additional contributions invested and what is the risk and anticipated rate of return ?
- What are the provisions for withdrawing additional contributions, if needed ?
- Can you direct the investment of your account into various investment accounts ?
- What are the investment accounts available ?
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