Wednesday, April 21, 2021

Pension Document


Pension Recent Mailings
Pension Recent Mailings
New Administrator Notice to Participants
Annual Funding Notice PYE 2018
Notice of Endangered Status 2019
CTA Memo to Participants re SPD
Notice of Application for Automatic Amortization
Plan Participant Video: Red Zone Overview Memorandum
Notice of Critical Status 2020
Annual Funding Notice PYE 2019
Changes to Plan Benefits under the Rehabilitation Plan, Effective January 1, 2021
CTA Memo to Participans re SPD and Plan Document January 2021
Annual Federal Tax Notice 2021
Notice of Endangered Status 2021
Annual Funding Notice PYE 2020
Pension Forms
Pension Forms
Address Change Form
Direct Deposit Form
Domestic Partner Affadavit
State of California Withholding Certificate for Pension or Annuity Payments
Federal Withholding Certificate for Pension or Annuity Payments 2021
Beneficiary Designation Form
Request for Application & Estimate
Beneficiary Election Form
Pension Amendments and Summary of Material Modifications
Pension Amendments and Summary of Material Modifications
CTA Retirement Plan 2015 Restatement
CTA Retirement Plan Amend. No. 1
CTA Retirement Plan Amend. No. 2
CTA Retirement Plan Amend. No. 3
CTA Retirement Plan Amend. No. 4
CTA Retirement Plan Amend. No. 5
CTA Retirement Plan Amend. No. 6
Pension Documents and Summary Plan Description
Pension Documents and Summary Plan Description
CTA Plan and Trust Documents eff 03-27-13
CTA Summary Plan Description 09-01-19
CTA Summary Plan Description eff 01-01-2021
CTA Plan Document eff 01-01-2021
Trust Bulletin Board
Trust Bulletin Board
Timeline for 2020 Red Zone
CTA Retirement Plan - Participant QAs - Revised 07-08-20.pdf
CTA Retirement Plan - Participant QAs, Part 2
Pre Retirement Seminar 11-07-20
Pre Retirement Seminar 04-24-2021