• Question
  • benefit entitlment

    Asked on 12/30/2012

    My fiance worked for a company for 20 years, the company closed giving him an option for a lump sum or pention. He choose to take half now and at age 55 his pention starts. We are due to be married soon, my question is, will i be entilted to rececive his benefits upon his death?

  • Categories: Retirement Planning, Estate Planning, Pensions and Retirement Benefits


  • Steve 


    San Francisco, CA

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  • Hi,

    Great question - it depends on how the pension was set up, so you should check with the pension plan administrator directly and get your answer in writing. The paperwork your future husband has from the pension plan should have contact information where you can follow up.

    Good luck!

  • Login to rate this answer:   Answered on 1/6/2013
**All above answers are provided as general information only. No warranty is made regarding the fitness or accuracy of the information provided in this answer. You should seek advice from a licensed CPA, attorney or CERTIFIED FINANCIAL PLANNER™ as to your unique financial situation.