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.
Part of the UMass Boston Community-Engaged Teaching, Research, and Service Series. http://scholarworks.umb.edu/engage
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.