Merrill Lynch - Retirement Benefits info (edit)

Anniekat57
Anniekat57 Quicken Windows 2016 Unconfirmed, Member
edited July 11 in Download, Add/Update Accounts (Windows)

I worked for Merrill Lynch for 11 years. Our department (Client Presentations) was outsourced in 2000 by Pitney Bowes.

I was fully vested in 2000. I am at retirement age and would like to obtain my Pension with Merrill Lynch. I have been reaching out to the Company and no one seems to assist me.

How and whom should I contact for my Pension Benefit?

C Williams

Comments

  • Anniekat57
    Anniekat57 Quicken Windows 2016 Unconfirmed, Member

    As a past employee of Merrill Lynch for 11 years 1990 through 2000, I am fully vested with the Company and I have been making futile attempts to contact the Records Keepers to get my Pension.

    I would like my Pension as I am nearing retirement. Who should I contact?

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited June 11

    - this is a Quicken user forum… so not sure if you are hoping to find other ML pension users -
    Guessing you have statements or other statements from ML about your pension -
    unless that is now all handled by PB -

    Can you log into some online website from either ML or PB that has all your pension info ?

    Are you trying to figure out how to withdraw your pension benefits -
    OR - are you trying to connect Quicken to ML or PB to download your pension info into Quicken -

    You might try posting on a financial forum - like http://www.bogleheads.org/forum/index.php

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