Finance Menu. HP/HPE Alumni

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Menu: Finance and pension topics for HP and HPE alumni

Advice and reference info from members. The HP Alumni Association is operated by volunteers. Not officially endorsed or supported.

Key contact: The HP Retirement Service Center is the primary administrator for HP Inc U.S. pension and 401(k) accounts, including any accounts for companies that Hewlett-Packard acquired before Nov 1, 2015 (Compaq, DEC, EDS, etc.) and that HP Inc acquired later (Poly, etc.) Operated by Fidelity Investments. 1-800-457-4015 (Outside US 1-508-787-9902 collect.) https://nb.fidelity.com (Don't go to a local Fidelity office.)

Key contact: The HPE Retirement Service Center is the primary administrator for Hewlett Packard Enterprise U.S. pension and 401(k) accounts, including any accounts for companies that HPE acquired since Nov 1, 2015 (Cray, Nimble, etc.) Operated by Fidelity Investments. 1-800-409-4015 (Outside US 1-508-787-9902 collect.) https://nb.fidelity.com (Don't go to a local Fidelity office.)

If you received a letter from Social Security entitled "Potential Private Retirement Benefit." If "Type of Benefit" is "A" -- in the "Year Reported" you rolled to a different plan, bought an annuity, or took cash. More: https://www.hpalumni.org/PotentialBenefitLetter.

Stock info on the 2021 Perspecta spinoff from DXC. hpalumni.org/StockPerspecta

Stock. Time to untangle your stock! Depending on when and how you acquired HP or HPE stock, you may now have stock in up to five (formerly seven) completely separate HP-related companies -- usually in multiple accounts -- and may have missed cash payouts. How many shares of which companies should I have? How much cash should I have received? hpalumni.org/stock

Contacts for former employees. Member advice: stock records, employment and salary verification, Payroll. W-2, HP and HPE Retirement Service Centers, HP and HPE Benefits Centers, etc. https://www.hpalumni.org/contacts

If leaving or recently left, use our ASAP Checklist.

Retirement plan topics. Pension. 401(k). Which company am I a retiree or legally a former employee of? Current and legacy HP, HPE, Compaq, DEC, EDS retirement plans. Should you take a lump-sum or a monthly pension? Includes a thorough discussion of the key question: Should you take a lump-sum or a monthly pension? https://www.hpalumni.org/RetirementPlans

Annual W-2 and final Earnings Statement. For HPInc, HPE, DXC, Micro Focus. https://www.hpalumni.org/Contacts-Payroll

Stock Options. How they work. How they expire. Tax issues. If you exercised stock options last year, you need both a 1099-B and a W-2. https://www.hpalumni.org/StockOptions

What I wish I had known before layoff, retirement, or leaving -- based on input from dozens of HPAA members.

How to Choose a Financial Advisor. Member advice on sorting out the different types of financial salespeople and advisors. https://www.hpalumni.org/FinancialAdvisor

Social Security. Member advice from an ex-HP/HPE perspective. https://www.hpalumni.org/SocialSecurity

Unclaimed Property. Almost everyone has some small stray uncashed check somewhere. This is surprisingly common, even for people who haven't changed their address in decades. Unclaimed Property

Related Companies. Member advice for people from acquired or spinoff companies: Agilent Autonomy Compaq DEC DXC EDS Keysight Micro Focus Perspecta Tandem Other acquisitions and spinoffs

See also: Benefits Menu Retiree Checklist

HPAA Finance Forum. Updates and online forum on topics such as employee stock, 401(k), pensions, and other personal finance issues from an ex-HP/HPE perspective. Moderated by HPAA volunteers. (Due to the personalized -- and usually geographic -- nature of working with a financial advisor, we don't get into specific advisor recommendations.) Join the HPAA Finance Forum.

Join us. If formerly a regular, direct U.S. employee of HP or HPE -- or in the process of leaving. We welcome others who could benefit from our updates and forums: spouses/partners, those receiving company benefits -- dependents, DEC and EDS retirees -- and heirs with HP-related stock. No charge, thanks to HPAA's Supporting Members. Join at hpalumni.org/join

Website operated by volunteers. Not officially endorsed or supported. Comments: info@hpalumni.org (Menu Updated Apr 29, 2022.)

If formerly a regular, direct U.S. employee of HP or HPE -- or are in the process of leaving -- join the HP Alumni Association. No charge, thanks to HPAA's Supporting Members.