Wednesday, February 4, 2026

Pension Documents

Retirement Education Meeting Materials for September 27, 2025
Retirement Education Meeting Materials for September 27, 2025
Retirement Webinar Presentation Defined Benefit Pension Plan (Part A) February 2025
Retirement Webinar Presentation Defined Contribution Plan (Part B) February 2025
Apprentice 401k Contributions (February)
Apprentice 401k Contributions (August)
Raymond James DC Education Book
Retirement Seminar Booklet September 2025 - BeneSys
DB Contribution History 2025
Formal Plan Rules and Amendments
Formal Plan Rules and Amendments
DB Restated Plan Document Revised November 01, 2021
Amendment 1 – Ad Hoc Benefit Payments September 01, 2021
Amendment 2 – Claims & Appeals Procedures March 2022
Amendment 3 - Benefit Accrual Increase January 01, 2022
Amendment 4 - Ad Hoc Benefit Payments 2022
Amendment 5 - Required Begin Date (Age 73) and New Unreduced Early Retirement Benefit Option for Career Construction Tradesmen and Career Residential Employees January 1, 2023
Amendment 6 - Suspension of Benefits Provisions Sunsetting December 31, 2023
Amendment 7 - Ad Hoc Benefit 2023
Amendment 8 - Mandatory Distribution January 01, 2024
Amendment 9 - New Enhanced Benefit Credit
Amendment 10 - Distribution on Severance from Employment September 16, 2024
SPD's and SMM's
SPD's and SMM's
Summary Plan Description Revised November 2021
SMM - End to Temporary Suspension of Participant Deadlines May 2023
SMM - DB Amendment 5, DC Amendment 4 August 2023
SMM - DB Amendment 6 October 2023
SMM - Amendment 9 - Enhanced Benefit Credit April 2024
SMM - Amendment 11 Bonus Accrual February 2025
SMM - Amendment 13 QPSA April 2025
Forms and Applications
Forms and Applications
Authorization for Self Payment Deduction - Fillable
Change of Address Form - Fillable
Direct Deposit Form - Fillable
Dues Deduction Form - Fillable
Federal Tax Withholding Form - Fillable
POST-Retirement Beneficiary Designation Form-Fillable
Pre-Retirement Beneficiary Form - Defined Benefit - Fillable
Sample QDRO
State Tax Withholding Form
Useful Information and Important Notices
Useful Information and Important Notices
Annual Funding Notice 2024
Annual Notice of Federal Tax Responsibility 2025
Notice of Financial Privacy Policy
February 28, 2026 Retirement Webinar Invitation - Click QR Code to Register
Retiree Death Benefits Overview 2023
E-Delivery Consent 2023
Retiree Coffee Club Enhanced Benefit Credit & DC Overview September 2024