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Help my mom not get screwed out of her pension

My mom worked for a county agency for over ten years. Now that she'd like to retire, she's noticed that random months of her pension's retirement credits are missing from the agency's records (for months she did in fact work) - these credits total almost a year of retirement. The agency claims that the records from that long ago have been destroyed, and they can't help her show that she actually did work these months. What government agency could help her solve this problem so she doesn't get screwed out of her retirement? Is there anyone who keeps monthly records of employees' work hours? [more inside]
posted by leitmotif on Jul 10, 2014 - 23 answers

Looking for legal advice in NYC

Asking for a friend. We are looking for a lawyer or firm that does civil litigation. Buuuuuuuuuut we need them to review the case first and say whether there is a case. Is that sort of consultation included in the (hopefully) contingency fees or would it be billed separately? [more inside]
posted by feckless fecal fear mongering on May 10, 2014 - 10 answers

Longterm investing anxiety: Property or pension, or what?

Husband and I have $130k saved up. No mortgage, no pension to speak of. Just been called into the bank for talk about long term plans and am freaking out about what to do. Advice? Do I need to see a financial advisor or are they not a good idea? [more inside]
posted by everydayanewday on Apr 13, 2014 - 11 answers

Pension lump sum payment

I have the opportunity to take a retirement plan lump sum … [more inside]
posted by anonymous on Oct 18, 2013 - 11 answers

Don't ask Don't tell taken too far

Do I have the right to request a statement of benefits if I am an ex-spouse of a federal employee? [more inside]
posted by mhtepesch on Jul 24, 2013 - 2 answers

How to navigate a VA "aid and attendance" pension application?

My father-in-law is a WWII veteran. My wife is trying to get him his Veterans Administration "aid and attendance" pension. But it's such a Kafka-esque process... what are the best resources available to help someone do this? (More after the jump.) [more inside]
posted by Guy_Inamonkeysuit on May 18, 2013 - 17 answers

International Pension Problem

International pension is trying to get compensation of a 2-year old over payment to my late mom. What are the consequences of ignoring them? [more inside]
posted by anonymous on May 7, 2013 - 11 answers

Federal Civilian Pension after divorce. (US)

Asking for a friend. YANHL. A couple has divorced, wife has a local civil service pension and husband a federal civilian pension. The judge ruled they would split each pension 50/50, instead of letting them keep their own. She has sent her court order to his pension board and has received acknowledgement. She has been unable to get any answers from the pension board about what happens now. He has left federal service but has not retired. Does she have to wait until he retires to start receiving her monthly checks from the federal system? Can she start getting them when he reaches retirement age even if he's not retired? Who can she contact that will answer her questions? Would CC'ing her Senators/Rep on her emails help or hurt? Thanks.
posted by 1066 on Apr 4, 2013 - 6 answers

What do Australian expats do about their super?

I'm an Australian living in the EU (I'm a resident for tax purposes). How on earth do I contribute to my super back in Australia? Google is no help [more inside]
posted by nerdfish on Oct 30, 2012 - 5 answers

where and how to invest a chunk of money?

Let's say we have £25,000 sitting in a current account and no debt, other than a very low-rate mortgage. We can comfortable can add approximately £5,000 a year to this amount. Investment advice please! [more inside]
posted by Wroksie on Aug 4, 2011 - 14 answers

Details on Gov Walkers Pension?

Does Wisconsin Gov Scott Walker receive a pension and if so, are the details of that pension public? [more inside]
posted by patrad on Feb 22, 2011 - 3 answers

Retirement Plan Due Diligence?

I'm going to be a part of a due diligence team speaking to the Manhattan financial services firm that manages the retirement plan for a mid-sized company. What should I know before going in? What should I listen for? What should I ask? [more inside]
posted by anotherpanacea on Dec 13, 2010 - 10 answers

I'm self-employed, and looking for a formula for dividing up my income.

I'm self-employed, and looking for a formula for dividing up my income. I am currently in the UK, and just about to file my first tax return since I've been here. Once I know what tax will actually cost me in this country, I would really like to have a sense of where the rest of my money should go. [more inside]
posted by wingless_angel on Oct 18, 2010 - 2 answers

How can they pay for my treatment without bollixing my SSDI?

How can I accept money from a relative for medical costs without screwing up my SSDI? [more inside]
posted by anonymous on Sep 22, 2010 - 10 answers

Low Cost UK Pension

Does anyone know of or have a UK Pension which has low annual fees? [more inside]
posted by lilyflower on Mar 17, 2010 - 2 answers

What kind of support exists for widows of fallen officers?

Recently, a police officer here in Canada was killed in the line of duty. He left behind his wife and 3 sons. I'm curious what sort of support, financial and otherwise, is available to her in the coming days, months and years. Does she keep getting his paycheque? Does that stop after a while? I keep thinking that if I were a police officer, and I was killed, I would like my wife and kids to be taken care of like, forever.
posted by Sully on Mar 14, 2010 - 10 answers

Slovenian Rhapsody

We're going to Slovenia, and are looking for recommendations for a place to stay around Bled or Bohinj, and a tourist farm near the Skocjan caves. [more inside]
posted by tavegyl on Feb 21, 2010 - 3 answers

UK Pension with Worldwide Index Funds

UK Pension Filter: Is there a pension out there which will allow me to invest in the SSE Index, BSE Index and the Nasdaq/Dow Jones/S&P500 indexes? [more inside]
posted by lilyflower on Aug 26, 2009 - 1 answer

How can I get at my UK pension now that I'm leaving the country?

I moved to the UK in January of 2008 from the US. I've been paying into a pension since I started and there's now £10,000 in there. I (foolishly) assumed that it was like a 401k and now that I'm leaving the UK, I could take the money out. Wrong. Apparently I can't touch it until I'm 55. Please tell me that I haven't pissed away £10k and there's some way to get this money.
posted by cubedweller on Jul 13, 2009 - 7 answers

When were women Colonels first upgraded in rank upon retirement?

Military retirement policy: When did the US Army reverse it's policy of not upgrading women who served actively as Colonels to Brigadier Generals upon retirement? (They have always have done so for men). [more inside]
posted by StickyCarpet on Apr 28, 2009 - 4 answers

VISA or pension?

$10,000 available to borrow from a pension plan, and $10,000 in credit card debt. [more inside]
posted by An Infinity Of Monkeys on Dec 15, 2008 - 15 answers

Can I combine my pensions transatlantically?

Can I get money invested in a UK private pension transferred into my US 401K? [more inside]
posted by Joh on Sep 17, 2008 - 2 answers

Disclaiming money, not responsibility

I need to choose which shells (account types) under which to put the coins (inherited and disclaimed assets), and I am worried that if I choose the wrong one, I will lift it after shuffling to find nothing underneath. [more inside]
posted by Clyde Mnestra on Sep 17, 2008 - 2 answers

Can you share the pension & the taxes?

A father dies. There is a pension and 2 children. Only one person can be named beneficiary. How do you handle the taxes? [more inside]
posted by anonymous on Jun 16, 2008 - 7 answers

A sensible saving plan for an uncertain international future?

PersonalFinanceFilter: 25 year old looking to start making payments into something pensionesque, but with an international bent. Any suggestions? [more inside]
posted by Cantdosleepy on May 15, 2008 - 6 answers

Socially Responsible Pension Fund Options?

My union offers its members a pension plan that allows its participants to allocate their investments in several types of funds (large cap, small cap, money market, etc). How can I convince my association's pension plan fund manager that they can offer a socially responsible fund as an additional option without violating their fiduciary responsibility?
posted by ericbop on Apr 9, 2008 - 8 answers

deposit phone home

How can I figure out where a deposit in a deceased person's bank account is coming from? [more inside]
posted by D-ten on Feb 8, 2008 - 5 answers

We're all getting older...

What preparations should I make for getting old? [more inside]
posted by Solomon on Feb 4, 2008 - 33 answers

Stake holder pension - £19 interest across a year?

Stake Holder Pension (UK): Is £19 interest for a year correct? [more inside]
posted by long haired lover from liverpool on Dec 5, 2007 - 2 answers

Pension benefits changing, argh!

They're changing the pension benefits. Can anything be done? [more inside]
posted by Marky on Aug 24, 2007 - 9 answers

Should I join the company pension or not?

Company pensions. Good idea? Bad idea? [more inside]
posted by Rabulah on Aug 6, 2007 - 9 answers

Lodgings in Munich during Oktoberfest without spending an arm and a leg?

My parents decided they want to visit Munich during the Oktoberfest. Every hotel or B&B near the town center seems to be booked or prohibitively expensive during this time. Can anybody recommend lodgings or other areas in which to look for lodgings that are not directly in the town center? [more inside]
posted by chillmost on Jun 21, 2007 - 4 answers

Am I crazy for opting out of a final salary pension?

I can get a civil service pension. Yay! This could be a final salary pension. Yay! But is this really my best option? No, really, is it? Please help me understand my pension options, preferably using chocolate confectionery as a teaching aid. [more inside]
posted by Helga-woo on Jun 8, 2007 - 15 answers

Is my defined pension plan kaput?

What does "plan earnings are below ERISA minimum funding levels" mean? [more inside]
posted by Gingercat on Jan 25, 2007 - 3 answers

My Father's Pension

My father worked at a big american firm (you've heard of it) for 4 years and 2 months and then was laid off in a press-covered company-wide layoff. His benefits package says he's eligible for pension after 5 years of service but it also says "If you are on an approved leave or layoff, you will receive up to 12 months of vesting and benefit service credit for the period of your leave or layoff." When contacted, the company said this was an "involuntary separation" so doesn't count. What should he do? The pension would be his main source of income when he retires. [more inside]
posted by anonymous on Jan 1, 2007 - 11 answers

Taxation consequences for an expatriate investor?

My friend is a USA citizen permanently residing in Australia. What are the taxation consequences of choosing to invest a windfall in the USA rather than Australia? [more inside]
posted by Joe in Australia on Sep 4, 2006 - 4 answers

Empoyer Sponsored Pension Programs.

What is the percentage of workers, in the private sector, that now receive pensions? [more inside]
posted by Mckoan1 on Aug 1, 2006 - 11 answers

Will I be penniless when I'm 80?

How can I start saving for retirement when my career will likely take me from the USA to New Zealand? I wish to benefit from the tax-free nature of a saving scheme like the 401k plans, but I do not expect to spend all that much of my career (or lifetime) in the USA. Is there any way to move 401k savings to a similar scheme in New Zealand without losing it all to the tax penalties for early withdrawal? Are there any cunning alternatives? [more inside]
posted by -harlequin- on Jan 4, 2006 - 11 answers

Social Security and Canada Pension Plan

Can a person collect under both the Canada Pension Plan and U.S. Social Security, based on qualifying work in both countries? [more inside]
posted by Joleta on Dec 27, 2005 - 2 answers

Employee Benefits

Is there an easy way to find out what companies provide their employees with a pension and medical benefits after a certain period of time working there? I am looking for a centralized list or such that would tell me all those companies that are local-as I want to look at working at a company like that. A centralized list probably doesn't exist. How do you find out if there isn't a centralized place?
posted by aacheson on Jun 3, 2004 - 2 answers

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