Thursday, May 28, 2020

Money Purchase Plan Document


IBEW Local 595 Money Purchase Pension Plan Forms
IBEW Local 595 Money Purchase Pension Plan Forms
Address Change Form
Application for Distribution
Beneficiary Form
Federal Tax Withholding Form 2016
Investment Election Form
Investment Terms Glossary
Loan Application
State of California Tax Withholding Form 2016
Wise Choices Enrollment Brochure
Annual QDIA Notices
Annual QDIA Notices
2015 Notice of Qualified Default Investment Arrangement
2014 Notice of Qualified Default Investment Arrangement
2013 Notice of Qualified Default Investment Arrangement
2012 Notice of Qualified Default Investment Arrangement
2010 Notice of Qualified Default Investment Arrangement
2011 Notice of Qualified Default Investment Arrangement
Participant Mailings
Participant Mailings
Notice to Participants Regarding Change in Loan Program 2015
Participant Fee Disclosure Notice 12-2015
Notice to Changes in Allocation of Reciprocity Contributions 2015
Beneficiary Designation Update 2015
Notice to Interested Parties of IRS Filing 1-2015
MPP DOMA Notice 6-2014
Participant MPP Election Options and Election Notice 8-2014
Notice Regarding Change in Non-Earning Contributions 2014.
DOMA Dependents Notice 2013
Participant Fee Disclosure Notice 9-2013
Notice Regarding Change in Non-Earning Contributions 2013
Participant Fee Disclosure Notice 8-2012
Notice Regarding Change in Non-Earning Contributions 2012
MPP 404C Notice 5/27/10
Summary Annual Report (SAR)
Summary Annual Report (SAR)
Money Purchase Pension Plan Summary Annual Report 12-31-15
Money Purchase Pension Plan Summary Annual Report 12-31-14
Money Purchase Pension Plan Summary Annual Report 12-31-13
Money Purchase Pension Plan Summary Annual Report 12-31-12
Money Purchase Pension Plan Summary Annual Report 12-31-11
Money Purchase Pension Plan Summary Annual Report 12-31-10
Money Purchase Pension Plan Summary Annual Report 1-31-09
Money Purchase Pension Plan Summary Annual Report 12-31-09
Summary of Material Modifications
Summary of Material Modifications
Notice to Participants Regarding Change in Loan Program 2015
Notice Regarding Change in Non-Earning Contributions 2013
Notice Regarding Change in Non-Earning Contributions 2012
Summary Plan Description
Summary Plan Description
Money Purchase SPD
Amendment No. 1 to the 5th Restated Money Purchase Pension Plan
Money Purchase Pension Plan - Fifth Restated Plan Document - January 1, 2015
Clarification to the 5th Restated IBEW Local 595 Money Purchase Pension Plan
Amendment No. 3 to the 5th Restated IBEW Local 595 Money Purchase Pension Plan
Amendment No. 4 to the 5th Restated IBEW Local 595 Money Purchase Pension Plan
UBS Investor Watch
UBS Investor Watch
Doing Well at Doing Good 4Q 2014
Couples and Money: Who Decides 2Q 2014
Think you Know the Next Gen Investor? Think Again. 1Q 2014
80 is the New 60 4Q 2013