Subject: Request for Plan Description — Rhode Island Retirement System [Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Today's Date] [Company Pension Administrator's Name] [Company Name] [Company Address] [City, State, ZIP] Dear [Pension Administrator's Name], I hope this letter finds you well. I am writing to request a detailed plan description for the Rhode Island Retirement System (AIRS) that your company administers. As a participant in the retirement plan, I believe it is crucial to understand the various aspects and benefits provided by the plan. As an employee, it is essential for me to make informed decisions regarding my retirement savings and ensure that I maximize the available benefits. Therefore, a comprehensive plan description is of great importance to plan participants like myself. In particular, I would appreciate if the plan description includes the following information: 1. Eligibility Criteria: Please provide details regarding eligibility requirements, such as the minimum age and years of service needed to participate in the AIRS. Additionally, clarify any exceptions or special provisions that may exist. 2. Contribution Structure: Please outline the contribution structure for employees and the company, including any matching contributions or additional voluntary options available to participants. 3. Vesting Schedule: Kindly provide a clear explanation of the vesting schedule, including the timeline it takes for retirement plan contributions and any associated earnings to become fully vested. 4. Investment Options: Please detail the available investment options under the AIRS. Include a list of funds, asset classes, risk profiles, and any associated fees or expenses. 5. Distribution Options: Clarify the various distribution options for retirement benefits, such as lump-sum payments, annuity options, rollovers, or installment payments. Provide instructions on how to request a distribution when needed. 6. Plan Termination and Withdrawal: In the event of plan termination or withdrawal, please explain the process, any implications on benefits, and how participants are informed of such changes. 7. Plan Amendments: Provide information regarding any recent plan amendments or updates that may affect plan participants. Outline the process for notifying participants of these changes and any opportunities for participant input. 8. Contact Information: Include relevant contact details for the Pension Administrator or designated person responsible for plan inquiries, addressing any potential questions or concerns. I kindly request that you deliver the plan description in written form, preferably in hard copy, to the address mentioned above or through email at [Your Email Address]. If any fees are associated with providing this information, please notify me in advance. Upon receipt of the plan description, I will review it thoroughly and may contact you if any further clarification is required. I appreciate your prompt attention to this matter and look forward to receiving the requested information within the next 30 days, as required by federal regulations. Thank you for your time and cooperation. Sincerely, [Your Name]
Rhode Island Sample Letter to company Pension Administrator regarding Request for Plan Description
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