Comments: | I am in the process of examining my retirement plan that I have with you through the Diocese of Fresno. I am trying to keep the information current but have not received an Annual Statement since June 2007.
I would like to be more knowledgeable about the benefit formula and benefit information in planning my retirement, whether it be for this year or in five years. I would like to speak to someone who could help answer questions, such as, "According to your formula, I am asked to write down how much money I have made in my career. Since I have not kept a running tab on annual incomes throughout my career, do I get that number from my social security statements, from you or from the Diocese of Fresno? The Summary Plan Description from the Dioceses of Fresno is dated 07/01/2004. Is there an updated guide? Are the Early Retirement Reduction Factors from 2004 still current? These are a sample of questions that I have, so you see that I would like to talk to a representative about the specifics in calculating retirement benefits to get an accurate view of current and future benefits. |