Ability to Track Employee Pension Plans (edited)

EgyptianHokie
EgyptianHokie Member
edited December 2021 in Feature Requests
I'd love to have the ability to track "old school" pension plans (which is separate from a 401k). The pension plan is a unique retirement vehicle because there is a vested cash balance that often updates once per year based on a company's specific formula tied to how many years an employee has worked there, how much they make that year, and other potential considerations. There are no underlying investment holdings to track, it's just a cash balance that updates yearly (or on some other cadence), but you don't have access to the funds until retirement. 
7 votes

Active · Last Updated

Comments

  • Matt Y
    Matt Y Member ✭✭

    I wonder why there has been no replies. At very least, there should be a manual account type for pension. Am I missing something?

    Matt

    At least it’s better than a spreadsheet.

  • Matt Y
    Matt Y Member ✭✭

    Same goes for treasury investments, like savings bonds. I can connect to TreasuryDirect, but my savings bonds are classified as other investment.

    Matt

    At least it’s better than a spreadsheet.