Friday, July 11, 2025

Tax Deferral Document


Tax Deferral Recent Mailings
Tax Deferral Recent Mailings
Summary Annual Report 12-31-23
Qualified Default Investment Alternative Notice 2024
2025 404a Annual Notice
Tax Deferral Forms
Tax Deferral Forms
IIWTD-Death Benefit Application
IIWTD-Investment Election Form
IIWTD-Special Distribution
IIWTD-Distribution Application
IIWTD-Hardship Application
SAMPLE - Tax Deferral QDRO
Tax Deferral Documents and Summary Plan Description
Tax Deferral Documents and Summary Plan Description
Intermountain Ironworkers Tax Deferral 2023 Plan Restatement
Tax Deferral Amendments and Summary of Material Modifications
Tax Deferral Amendments and Summary of Material Modifications
IIWTD - Amendment 1 to 2023 Plan Restatement
SMM re Investment Option Changes and Express Mail Fee Increase
SMM re Administrative Fees 05-2025
Tax Deferral Provider Communications
Tax Deferral Provider Communications
Empower - Registration Flyer