[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Client's Name] [Client's Address] [City, State, ZIP] Subject: Request for Client Pension Plan Account Statements Dear [Client's Name], I hope this letter finds you in good health and high spirits. I am writing to request the latest account statements for your pension plan with [Company Name]. As your financial advisor, I believe it is crucial to regularly review your investment portfolio and keep track of the progress made towards your retirement goals. It is our primary responsibility to ensure that your pension plan is performing optimally, aligned with your risk tolerance and financial objectives. Account statements serve as valuable tools in evaluating the growth, diversification, and performance of your investments to determine if any necessary adjustments or rebalancing actions are required. To provide you with the most accurate and up-to-date information regarding your pension plan, I kindly request the following account statements: 1. Quarterly Account Statements: These statements will provide a comprehensive overview of your pension plan's activity and performance over the past quarter. They will include details such as contributions made, investment income, fees deducted, and any changes to your asset allocation. 2. Annual Account Statements: These statements offer an extensive summary of your pension plan's progress over the course of a year. They include a breakdown of investment returns, expenses, fund performance, and an analysis of your retirement savings growth. 3. Historical Account Statements: If possible, I kindly request historical account statements that show the investment performance and contributions made to your pension plan since its inception or as far back as possible. This would allow us to analyze long-term trends and make informed decisions that align with your retirement goals. 4. Transaction Statements: These statements provide a detailed record of all transactions related to your pension plan, including contributions, withdrawals, dividends, interest, and any additional account activity. They help us maintain accurate records and review any necessary adjustments needed to align your pension plan with your retirement goals. By thoroughly assessing these account statements, we will be able to carry out in-depth reviews, identify any potential areas of concern, and devise appropriate strategies to maximize the growth of your pension plan. If we identify any discrepancies, we will promptly address them and keep you informed of any actions taken. Please provide the requested account statements at your earliest convenience. You may forward them electronically to [your email address] or through regular mail to [your address]. Should you require additional information or have any specific concerns, please do not hesitate to contact me directly at [your phone number]. Thank you for your attention to this matter. We are committed to assisting you in achieving your retirement goals and ensuring a secure financial future. We appreciate your continued trust in our services. Yours sincerely, [Your Name]
New Hampshire Sample Letter Requesting Client Pension Plan Account Statements
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