Philadelphia Pennsylvania Sample Letter to company Pension Administrator regarding Request for Plan Description

• Category: Letters - Legal - Discovery
• State: Multi-State
• County: Philadelphia
• Control #: US-0478LTR
• Format: Word; Rich Text

Description

This form is a sample letter in Word format covering the subject matter of the title of the form. [Your Name] [Your Address] [City, State, ZIP code] [Email Address] [Phone Number] [Date] [Company Pension Administrator] [Company Name] [Company Address] [City, State, ZIP code] Subject: Request for Plan Description — [Type of Plan] Dear [Company Pension Administrator's Name], I hope this letter finds you well. I am writing to request a detailed plan description for the [specific type of plan] offered by [Company Name]. As an employee and contributor to this pension plan, I believe it is important to fully understand the provisions, benefits, and guidelines associated with the plan. I kindly request that you provide me with the following information regarding the [specific type of plan]: 1. Plan Overview: Please provide a clear and concise summary of the plan, including the purpose, eligibility criteria, and any vesting requirements. 2. Contribution Details: Kindly outline the contribution structure for both the employee and employer, including any matching contributions or other additional benefits. 3. Investment Options: I would appreciate receiving the available investment options within the plan, including any default investment options and the details of any self-directed investment opportunities. 4. Vesting and Distribution: Please provide information on the vesting schedule and distribution options, as well as any applicable tax implications or penalties associated with early or delayed withdrawals. 5. Plan Amendments and Updates: If there have been any recent amendments or updates to the plan, please include a summary of these changes and their effective dates. 6. Contact Information: Kindly provide the contact details of the designated person or department who can assist with any further inquiries or clarifications regarding the plan. I understand that some requested information may be available in the official plan document. If so, please provide me with a copy or direct me to the appropriate resources where I can access the comprehensive plan document. Additionally, I would greatly appreciate receiving this plan description in writing through either email or postal mail, whichever option is most convenient for your office. Thank you in advance for your prompt attention to this matter. I look forward to receiving the requested plan description to ensure I have a thorough understanding of my retirement benefits. Please feel free to contact me at [Your Phone Number] or [Your Email Address] if you require any additional information or have any questions. Yours sincerely, [Your Name]

[Your Name] [Your Address] [City, State, ZIP code] [Email Address] [Phone Number] [Date] [Company Pension Administrator] [Company Name] [Company Address] [City, State, ZIP code] Subject: Request for Plan Description — [Type of Plan] Dear [Company Pension Administrator's Name], I hope this letter finds you well. I am writing to request a detailed plan description for the [specific type of plan] offered by [Company Name]. As an employee and contributor to this pension plan, I believe it is important to fully understand the provisions, benefits, and guidelines associated with the plan. I kindly request that you provide me with the following information regarding the [specific type of plan]: 1. Plan Overview: Please provide a clear and concise summary of the plan, including the purpose, eligibility criteria, and any vesting requirements. 2. Contribution Details: Kindly outline the contribution structure for both the employee and employer, including any matching contributions or other additional benefits. 3. Investment Options: I would appreciate receiving the available investment options within the plan, including any default investment options and the details of any self-directed investment opportunities. 4. Vesting and Distribution: Please provide information on the vesting schedule and distribution options, as well as any applicable tax implications or penalties associated with early or delayed withdrawals. 5. Plan Amendments and Updates: If there have been any recent amendments or updates to the plan, please include a summary of these changes and their effective dates. 6. Contact Information: Kindly provide the contact details of the designated person or department who can assist with any further inquiries or clarifications regarding the plan. I understand that some requested information may be available in the official plan document. If so, please provide me with a copy or direct me to the appropriate resources where I can access the comprehensive plan document. Additionally, I would greatly appreciate receiving this plan description in writing through either email or postal mail, whichever option is most convenient for your office. Thank you in advance for your prompt attention to this matter. I look forward to receiving the requested plan description to ensure I have a thorough understanding of my retirement benefits. Please feel free to contact me at [Your Phone Number] or [Your Email Address] if you require any additional information or have any questions. Yours sincerely, [Your Name]