[Your Name] [Your Address] [City, State, Zip] [Email Address] [Date] [Client's Name] [Client's Address] [City, State, Zip] Subject: Request for Rhode Island Pension Plan Account Statements Dear [Client's Name], I hope this letter finds you in good health and high spirits. As your financial advisor, it is my responsibility to ensure that you have access to all the necessary information regarding your pension plan account. Today, I am writing to request your Rhode Island Pension Plan Account Statements. As the Rhode Island Pension Plan offers various types of accounts, it is important to identify the specific account type for which you require the statements. The Rhode Island Pension Plan generally offers the following types of accounts: 1. Defined Benefit (DB) Plan: A Defined Benefit plan provides you with a fixed retirement benefit based on a salary and years of service formula. If you are enrolled in a DB plan, kindly let me know so that I can request the account statements accordingly. 2. Defined Contribution (DC) Plan: A Defined Contribution plan allows you to contribute a portion of your salary to an individual account, which can be invested in various investment options. If you are enrolled in a DC plan, please inform me so that I can proceed with requesting the relevant account statements. Please ensure to specify the exact date range for which you require the statements. Additionally, if there are any specific details or inquiries related to your pension plan account that you would like me to address, kindly include them in your response. Once I receive your confirmation and the necessary account details, I will promptly forward your request to the Rhode Island Pension Plan administrators. Please note that it may take some time for the statements to be retrieved and shared with us. As soon as I have the statements, I will analyze them thoroughly and provide you with a comprehensive report on your pension plan account's performance. If you have any questions or concerns regarding this request or any other financial matters, please do not hesitate to reach out to me. I am committed to providing you with the highest level of service and will be more than happy to assist you. Thank you for your attention to this matter, and I look forward to your prompt response. Best regards, [Your Name] [Your Title/Designation] [Phone Number]
Rhode Island Sample Letter Requesting Client Pension Plan Account Statements
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