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Survivor benefits

How can heirs handle my retirement funds?

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Q: What happens if my wife, age 70, predeceases me, and when I pass away there is still a sizable balance in my existing rollover IRA and 403(b)?

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South Central Pension Rights Project helps widow claim survivor benefit from Monsanto

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Naomi Francisco’s husband worked as an engineer for Monsanto for 35 years and began receiving his pension in 1985. When her husband passed away, the payments suddenly stopped. Wondering why, Naomi contacted Monsanto’s benefit center and was told that her husband had elected a single-life annuity with no survivor benefit.

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New England Pension Assistance Project locates pension for widow

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When Katherine* suddenly became a widow at the age of 52, she contacted her husband’s past employers to inform them of his death.  Among her husband's employers was the public utility of a municipality where he had worked for nearly 10 years.  Katherine knew that her husband had earned a pension while he was employed by the municipality’s public utility so she reported his death to th

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Upper Midwest Pension Rights Project helps widow avoid recoupment for overpayment

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Pension plans can often make mistakes when calculating pension benefits. These errors can result in retirees, through no fault of their own, receiving pensions in the wrong amount.

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Western States Pension Assistance Project wins survivor's benefit for widow

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When Vicki Lloyd’s family learned that her husband had a terminal illness, they wanted to make sure that Vicki was taken care of after he died. So they contacted her husband’s pension plan to ensure that Vicki would receive the 75 percent joint-and-survivor annuity that her husband had chosen.

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Benefit detectives offer pensioners a lifeline

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When her husband died in January, at age 63, Roseline Desjardins was left wondering how she would pay for the upkeep on her home.

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