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Menu of 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.

"Potential Private Retirement Benefit" letter from Social Security. If "Type of Benefit" is "A" -- you rolled to a different plan, bought an annuity, or took cash. How to decode and what to do: hpalumni.org/PotentialBenefitLetter.

Micro Focus. Five shareholders who "...purchased or acquired Micro Focus ADSs [American Depository Shares]... in connection with the Merger of Micro Focus and the software business segment of HPE, which was completed on September 1, 2017" have filed a class action against Micro Focus and HPE -- alleging that "...a number of problems seriously undermining Micro Focus’s business and prospects" were not disclosed and citing "...a decline of more than 54% from the Merger closing price..." Details: Micro Focus Suit

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 six completely separate HP-related companies in various accounts -- or have missed cash payouts. An HP Alumni team has developed a process to determine what stock you should have and how to find it. https://www.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, see 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 I left. Financial surprises and hazards -- based on input from dozens of HPAA members. https://www.hpalumni.org/WIHK

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 Group. Updates and Q-and-A 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 Group.

Join us. If formerly a regular, direct U.S. employee of HP or HPE -- or are in the process of leaving. We also welcome others who could benefit from our updates and forums: spouses/partners, those receiving company benefits -- spouses/partners, 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.

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