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

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

 

IAM National 401(k) Plan SPD

2026 Summary of Material Modifications - 3rd Amendment (PDF)

2026 Summary of Material Modifications - 2nd Amendment (PDF)

Plan Document

Plan Document (PDF)

First Amendment (PDF)

Second Amendment (PDF)

Third Amendment (PDF)

Fourth Amendment (PDF)

Qualified Domestic Relations Order (QDRO) Procedures

 QDRO Procedures (PDF)

 Model QDRO (PDF)

  • This model is for informational purposes only.
Trust Agreement

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

First Amendment (PDF)

Second Amendment (PDF)

Standard Contract Language (SCL)

Standard Contract Language (PDF) 

Questions?

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

  • Phone: 800-424-9608 (participants); 202-785-2658 (others). Our phones are open Monday through Friday, 9:00 a.m. to 7:00 p.m. Eastern Time.
  • Fax: 202-463-8098 or 202-457-8653
  • Mail: IAM National 401(k) Fund, 99 M Street, SE, Suite 600, Washington, DC 20003-4595
  • E-mail Form: Click Here
  • John Hancock: If you have questions about your 401(k) plan or need assistance regarding your retirement account, please visit John Hancock's website by clicking here or call 833-388-6466. Phone lines are open Monday through Friday from 8:00 AM to 8:00 PM Eastern Time.