 |
|
For IPF:
dstupar@ipfweb.org
Phone: 1-888-880-8222
Fax: 202-347-7339
For IHF:
acodd@bacweb.org
Phone: 1-888-880-8222
Fax: 202-383-3905
620 F Street, NW
Washington, DC 20004
202.783.3788 |
|
|
|
|
 |
 |
|
|
 |
Instructions:
Please read all questions carefully and print all answers. |
|
Fill out & send to:
Bricklayers & Trowel Trades International Pension Fund
620 F Street, NW
Washington, DC 20004 |
|
|
Instructions: Please read all questions carefully and print all answers. |
|
Fill out & send to:
Bricklayers & Trowel Trades
International Pension Fund
620 F Street, NW
Washington, DC 20004 |
|
|
Instructions: Please read all questions carefully and print all answers. |
|
Include a voided personal check. |
|
Fill out & send to:
Bricklayers & Trowel Trades
International Pension Fund
620 F Street, NW
Washington, DC 20004 |
|
|
Instructions: Please read all questions carefully and print all answers. |
|
Fill out & send to:
Bricklayers & Trowel Trades
International Pension Fund
620 F Street, NW
Washington, DC 20004 |
|
Your form must be received by the Fund office at least 15 days prior to the beginning of the month in which your 401(k) participation will begin. |
|
Wait for your Salary Deferral Card to come in the mail. |
|
Upon receipt, check to make all information is correct. |
|
Show the card to each Participating Employer you work for to ensure that contributions are directed to your account. |
|
A Retirement Planning Guide will come in the mail from Comerica Bank, the 401(k) Plan’s record keeper. |
|
The Guide will provide details and directions on the Plan’s investment options. |
|
A Retirement Planning Guide will come in the mail from Comerica Bank, the 401(k) Plan’s record keeper. |
|
Should you decide not to personally direct your 401(k) investments, the BAC SAVE 401(k) simplifies investing by providing a convenient default option explained below:
SMA Age-Based Investment Selection Options will invest your existing balances and direct your upcoming contributions to an SMA Life-style fund appropriate for participants your age. As you get closer to retirement age, your account will automatically transfer to more conservative SMA Life-style funds. Your age and birth date will trigger the movement from one fund to another as you reach the following target age breaks:
|
| If Your Age is: |
You Will Be Invested in the: |
Which Invests In: |
Under 40 |
SMA Growth Blend Fund |
60% Stock, 18.5% Stable Value Bonds, 21.5% Stable Value & Cash |
Aged 40 to 49 |
SMA Moderate Blend Fund |
40% Stock, 28.5% Stable Value Bonds, 31.5% Stable Value & Cash |
Aged 50 to 59 |
SMA Conservative Blend Fund |
25% Stock, 24% Stable Value Bonds, 51% Stable Value & Cash |
| Aged 60+ |
SMA Capital Preservation Blend Fund |
10% Stock, 29% Stable Value Bonds, 61% Stable Value & Cash |
|
|
|
|
|
Instructions: Please read all questions carefully and print all answers. |
|
Fill out & send to:
Bricklayers & Trowel Trades
International Pension Fund
620 F Street, NW
Washington, DC 20004 |
|
|
Instructions: Please read all questions carefully and print all answers. |
|
Fill out & send to:
Bricklayers & Trowel Trades
International Pension Fund
620 F Street, NW
Washington, DC 20004 |
|
|
Instructions: Please read all questions carefully and print all answers. |
|
Fill out & send to:
BAC Reciprocal Clearinghouse
620 F Street, NW
Washington, DC 20004 |
|
|
|
|
|
