401k

The Fund Office will administer the IBEW-NECA Conduit 401(k) Plan effective 03/01/2023.

401(k) functions handled by John Hancock; please visit John Hancock for more information.

401(k) forms can be returned to the Fund Office.

 

Forms

Enrollment Form

Beneficiary Form

Rollover Into Plan Form

Distribution Election Form

Age 59 1/2 Withdrawal Form

Minimum Distribution Form

Hardship Form

 

Guidelines and Notices

Hardship Withdrawal Guidelines

Tax Withholding Election Form

Special Tax Notice Regarding Plan Payment

 

Plan Documents

IBEW NECA Conduit 401(k) Plan Trust Agreement

IBEW NECA Conduit 401(k) Plan Document

IBEW NECA Conduit 401(k) Summary Plan Description