Since so many folks either didn’t receive the pension plan annual funding notice or misplaced it/threw it away, I figured I’d go on a hunt to find it online. Unreal how hard it was to find it. You’d think, since Fidelity is the plan registrar, that they’d have a copy of it on their website, but I couldn’t find it anywhere.
So I have to wonder if that’s because I already rolled my 401K over to an IRA so I don’t have any money in the “AT&T plan” at Fidelity. But my pension money is still there, so not sure what gives with that?!?
Then I tried logging into netbenefits.com and I couldn’t find it there either….
Finally, I tried logging into the AT&T retiree website at https://access1.sbc.com and then chose the option for “Retirement & Savings” and then clicked on “Summary Plan Descriptions” and then, incredibly, the website opened up a little separate window that was Fidelity which allowed me to see pension documents and 401K documents (even though I don’t have money in the AT&T 401K anymore – rolled that over a long time ago, as I recommend everyone should do.
If you go to the retiree website, then just click on:
- Retirement & Savings
- Summary Plan Descriptions & SMM
- At the bottom, you may need to click on “see 6 more”
- then click “Annual Funding Notice”
If you do all this, you’ll get a PDF version of the document which you can print or save.