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. 

Document Description

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 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.

 

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.