Document Type
Fact Sheet
Publication Date
5-2015
Abstract
No matter what kind of pension or retirement plan your employer offers, you should keep certain documents indefinitely to ensure that you receive the retirement benefits you have earned.
This fact sheet was produced as part of the Pension Action Center’s investor education program, made possible thanks to a grant from the Investor Protection Trust, a nonprofit organization devoted to investor education, and support from the Secretary of the Commonwealth of Massachusetts.
Community Engaged/Serving
Part of the UMass Boston Community-Engaged Teaching, Research, and Service Series. http://scholarworks.umb.edu/engage
Recommended Citation
Pension Action Center, Gerontology Institute, University of Massachusetts Boston, "Protect Your Retirement Income: Documents to Keep and Questions to Ask" (2015). Pension Action Center Publications. 17.
https://scholarworks.umb.edu/pensionaction_pubs/17
Comments
This fact sheet is intended to provide general information about pensions and other retirement benefits and should not be used as a substitute for a consultation with an attorney or other legal professional. Individuals should always consult a legal or financial advisor to discuss the facts and circumstances of their specific situations.
Because of the rapidly changing nature of the law affecting pensions and other retirement benefits, the information published online by the Pension Action Center is subject to change without notice. Although every effort has been made to verify the accuracy of information presented, there may be errors.
If you find inaccurate data in this fact sheet or on our web site, please let us know by sending an e-mail to the Pension Action Center at Pension@umb.edu.