Northern Trust is the Trustee for the IBM US Pension Fund, and they manage the investments in the fund.? Fidelity manages the bookkeeping for the fund and also payments to the retirees.? Any 1099s should come from Fidelity, not Northern Trust.?? If your pension was converted to an annuity with Prudential, then the 1099 would come from Prudential.
On Wednesday, April 2, 2025 at 09:32:05 AM EDT, daveleenc via groups.io <daveleenc@...> wrote:
Northern Trust seems to have a role in (at least some) pensions in the UK.