开云体育

ctrl + shift + ? for shortcuts
© 2025 开云体育

Northern Trust communocations.....?


 

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?


 

开云体育

Mark,

Go to the Prudential web site (), 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.

On 3/31/2025 8:00 AM, Mark Buchanan via groups.io wrote:
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?
--

Tim
Timothy A Johnson, Tucson, AZ ()
Member of European Train Enthusiasts ()


 

"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 missing something?

--
Laissez les bons temps rouler!
Regards -
- Andrew
, The National Organization for Amateur Radio &
, Volkssport Club at West Point, a member club of the American Volkssport
Association, "America's Walking Club"


 

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.
?
dave