401(k) Plan Documents

This page includes the documents that govern the IAM National 401(k) Plan. Click the document titles in the table below to review or download copies. 

DocumentDescription

IAM National 401(k) Plan Summary Plan Description (SPD) (PDF)

This document describes the benefits provided through the IAM National 401(k) Plan. It also outlines the plan's eligibility rules and participants' rights under the plan.

IAM National 401(k) Plan Investment Options Summary (PDF)

This Summary shows the investment options available under the Plan.  Additional information about each investment can be found in the Investment Fact sheets (PDF).

IAM National 401(k) Plan Summary of Material Modifications (SMM) (PDF)

This document describes amendments or changes to the Summary Plan Description.

IAM National 401(k) Plan Summary Annual Report (SAR) (PDF)

This document provides an annual summary of the plan's expenses, liabilities and assets.

IAM National 401(k) Fund Trust Agreement (PDF)

This is the official, legal trust document for the IAM National 401(k) Fund.

You can also view QDRO-related documents here. »

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Frequently Asked Question (FAQ)

Can a company of any size join the National 401(k) Plan?

Yes. The Plan covers members from companies of any size, from one member to thousands of members.

 

How can I get more information about the National 401(k) Plan?

You can contact the IAM National 401(k) Fund Office directly to get more information about the plan.

Is the IAM National 401(k) Fund a part of the IAMAW Union?

The IAM National 401(k) Fund is a separate entity from the IAMAW Union. While the National 401(k) Plan can be negotiated into IAM Collective Bargaining Agreements, it was created for the benefit of IAM members who have negotiated the plan into their collective bargaining agreements.

Is participation in the plan limited to IAM members?

No. Companies with participating IAM members can include other collectively bargained and certain non-union or special-class employees in the plan.

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