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UPS Retirement Plan Question
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<blockquote data-quote="JonFrum" data-source="post: 899510" data-attributes="member: 18044"><p>Check your Summary Plan Description (SPD). It should all be explained there.</p><p></p><p>You are in the UPS Retirement Plan, but only as a new Portable Account Formula (PAF) participant.</p><p></p><p>You can go here to download the full Form-5500 Annual Financial Report of the UPS Retirement Plan . . .</p><p><a href="http://www.efast.dol.gov/portal/app/disseminate?execution=e1s1" target="_blank">http://www.efast.dol.gov/portal/app/disseminate?execution=e1s1</a></p><p></p><p>Just enter UPS RETIREMENT in the PLAN NAME field and click on SEARCH.</p><p></p><p>Then check the DOWNLOAD box next to the UPS Retirement Plan</p><p></p><p>And click on the "BATCH FULL FILINGS" button.</p><p></p><p>A big ZIP file will download with lots of financial and other information.</p><p></p><p>- - -</p><p>Read:</p><p>ATTACHMENT TO 2009 FORM 5500, SCHEDULE SB</p><p>UPS RETIREMENT PLAN</p><p>EIN: 95-1732075</p><p>PN: 001</p><p><strong>Schedule SB, Part V — Summary of Plan Provisions</strong></p><p><strong>Portable Account Formula (PAF) Participants</strong></p></blockquote><p></p>
[QUOTE="JonFrum, post: 899510, member: 18044"] Check your Summary Plan Description (SPD). It should all be explained there. You are in the UPS Retirement Plan, but only as a new Portable Account Formula (PAF) participant. You can go here to download the full Form-5500 Annual Financial Report of the UPS Retirement Plan . . . [URL]http://www.efast.dol.gov/portal/app/disseminate?execution=e1s1[/URL] Just enter UPS RETIREMENT in the PLAN NAME field and click on SEARCH. Then check the DOWNLOAD box next to the UPS Retirement Plan And click on the "BATCH FULL FILINGS" button. A big ZIP file will download with lots of financial and other information. - - - Read: ATTACHMENT TO 2009 FORM 5500, SCHEDULE SB UPS RETIREMENT PLAN EIN: 95-1732075 PN: 001 [B]Schedule SB, Part V — Summary of Plan Provisions Portable Account Formula (PAF) Participants[/B] [/QUOTE]
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