BENEFICIARY INFO NEEDED ON EMPLOYEE
RETIREMENT PLANS
When TriMet switched over to
ICMA-RC, our current retirement management provider, the previous providers did
not send any employee
beneficiary information. All employees
who switched over to ICMA-RC two years ago need to fill out a change of
beneficiary form, if you haven’t already done so. Anyone who enrolled
with ICMA-RC directly after August 2012 would have chosen a beneficiary when
they filled out the enrollment form. If you are wondering about what beneficiary
information is listed on your account, you should check page four of the latest
statement received or call 1-800-669-7400, use 0#, 0#, 1# to speak to a live
person right away. ICMA-RC did mail out a reminder letter to all participants
that did not have beneficiaries listed. Questions about pension/retirement?
Contact Windy Graham at GrahamW@trimet.org.
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