District of Columbia Sample Letter Requesting Client Pension Plan Account Statements

• Category: Letters - Legal - Pension Plan
• State: Multi-State
• Control #: US-0467LTR
• Format: Word; Rich Text

Description

Sample Letter Requesting Client Pension Plan Account Statements

Subject: Request for Client Pension Plan Account Statements — District of Columbia Dear [Client/Pension Plan Provider], I hope this letter finds you well. My purpose in writing to you is to request the provision of account statements pertaining to my client's pension plan for the District of Columbia. Our intention is to ensure accurate financial tracking and informed decision-making related to my client's retirement. As a resident and taxpayer in the District of Columbia, my client has been an active participant in the employee pension plan offered by [Pension Plan Provider Name]. To ensure comprehensive financial planning, we kindly request the following types of account statements: 1. Annual Pension Account Statements: We kindly ask for comprehensive annual account statements that highlight the key details of my client's pension plan, including contribution summaries, investment performance, vested benefits, employer matches, and any additional relevant information that can help assess the retirement savings progress. These statements enable us to monitor the growth and performance of the account over time. 2. Quarterly Pension Account Statements: In addition to the annual statements, we request quarterly account statements to gain insights into the recent developments and fluctuations in my client's pension plan. These statements should provide a breakdown of the account's investment holdings, distributions, deposits, fees charged, and any significant changes that may impact the overall fund value. 3. Investment Fund Performance Reports: For a more granular understanding of the pension plan's investment fund performance, we kindly request periodic reports outlining the returns of the various investment options available to my client. These reports are valuable in evaluating the performance of each investment option, understanding the risk profiles associated with each fund, and aiding in future investment decisions. 4. Pension Plan Fee Statements: To ensure transparency and clarity in terms of expenses associated with managing the pension plan account, we kindly request statements outlining any fees or charges levied by the pension plan provider. This includes administrative fees, management fees, transaction costs, or any other costs incurred by my client in relation to the pension plan. Timely access to these types of account statements empowers my client to make informed financial decisions, track retirement progress, and evaluate the effectiveness of the pension plan in securing a comfortable retirement in the District of Columbia. We kindly request these statements to be provided both in physical copy format and, if available, through a secure online portal to protect private information. Furthermore, we appreciate receiving statements for the current and prior calendar years to ensure a comprehensive overview of the pension plan's history. Thank you for your prompt attention to this matter. Please let us know if you require any additional information or documentation to fulfill our request. We look forward to receiving the requested District of Columbia pension plan account statements as soon as possible. Yours sincerely, [Your Name] [Your Title/Position] [Your Contact Information]