Question about Pacific Coast Benefits Trust

[ups1990]

Since UPS has stopped making contributions to this particular fund, a driver informed me that we are entitled to this money minus the taxes. Is he correct? I know that back in the early 2000's we had the option of cashing out. Does anyone know if this is still the case?

It seems to me that it would be wise to just sit on this money.

 

[Coldworld]

My Edward Jones guy tried to get that money rolled over into a roth ira and they said no. You can cash it out if you quit or when you retire...but I'm not sure if it falls under the 30 and out or at age 65.

 

[fethrs]

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