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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

"Northern Trust"??? AFAIK, it's Prudential and (for some) Metlife. If that's indeed the case, Northern Trust isn't in the picture and that's why you aren't getting anything from them.? Or am I

Mark, Go to the Prudential web site (https://www.prudential.com), and create an account as an IBM retiree. You will then be able to see what your want and get an e-mail when your benefit is paid. --

now that northern trust is trustee of the pension, we no longer get monthly statements on payments. in fact we get zero from either ibm or northern trust. am i missing something?

Recent switch from Fidelity to Prudential annuity did not include the $24.80 Med B supplement.? Any other pre-1990 retirees suffer the same fate?? Any recourse?

Thanks Ron, good to know.

According to the Summary Plan Descriptions, the FHA and HRA are treated differently in terms of continued access to the IBM plans. Prior to age 65, you should keep at ;least $1 in the FHA to be

I'm leaving the UHC Advantage plan at the end of this year.? I've spent my FHA funds as fast as I could and have just a little left. How much should I leave in there to be significant to preserve the

After 53 minutes on the phone with an IBM retiree UHC CSR, we got to a page for the disenrollment process forms. https://www.uhc.com/medicare/resources/disenrollment-information.html Other than too

Are you exercising your 1 year trial rights to return to original Medicare, or are you beyond the trial limit window? Without trial rights, you may have difficulty enrolling in a Supplemental plan

Sorry I have no idea. I refused IBM's UHC plan and stayed with traditional Medicare - so glad I did. After three major surgeries my Blue Cross of Texas supplemental coverage has been

I must be overlooking some link someplace but how do I get out of UHC completely and back to original Medicare B. I see how to CHANGE to a different Advantage Plan C but not how to drop out of

I am shocked. IBM is much better at financial engineering than computer engineering. Always has been, always will be. ________________________________ Sent: Monday, April 8, 2024 2:06 PM To:

https://www.pionline.com/courts/ibm-pension-plan-lawsuit-thrown-out-over-missed-deadline

They could negotiate with the insurance companies on how much money to send to the insurance company to get the increased payout.? But a one-time cola will never happen.? Us retired employees are no

And then what about those retirees whose pension payments were off loaded to an insurance company annuity and this off IBM's control and books.? How could an equitable cola be made.

And of course this pension fund surplus dissappears at the next stock market crash.? ?Right now it's happy days are here again.

hmm .... "IBM is using a surplus in its pension fund to simultaneously change its employee benefits package and help the company’s finances." ... Wouldn't it be nice if IBM decided to give a 1-time

Jeff Sommer dedicated his weekly Sunday Business Section "Strategies" article to the changed IBM pension plans yesterday, 11 February 2024.? Hopefully this link works for you, if not, there's always

Matt, the 112 page PDF came through just fine. Thank you. Bob Young [email protected]> wrote: