Review your annual ben­efit state­ments and payout options

Besides that, experts also say that you should ask for your annual ben­efit state­ment. “If you do not ask, you may not get,” said Nick Paleveda, an adjunct pro­fessor in the Grad­uate Tax Pro­gram at North­eastern Uni­ver­sity and the CEO of National Pen­sion Part­ners. The employer is required by law to fur­nish a state­ment known as the 204(h) notice, he said.

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