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ATU Local 1596 Pension Fund
 
               
    The Resource Centers are located at:

 

   
    Trustees :
 
   

Linda Davidson (Chairperson)

Bob Doane, Chairperson

Blanche Sherman, Secretary

Lisa Darnall, Trustee

Bert Francis, Trustee
Frank Lacock, Trustee

Frank Luna, Trustee

 

Trustee Resources

   
               
    Plan Documents :
 
   

Divorcing Member Memo
Plan Document

Summary Plan Description
What to Expect Upon Retirement

   
               
    Forms :
 
   

2010 W-4P Tax Withholding
Address Change
Application for Disability Benefits (Package)
Application for Retirement (Package)
Application to Enter the DROP (Package)
Confidentiality Request
Designation Of Beneficiary
Direct Deposit

DROP or Share Account Distribution (Package)
Enhanced Benefit Enrollment
Refund of Contributions (Package)
Reinstatement of Pension Credit
Share Account Enrollment
Special Tax Notice
Spousal Consent (active)

   
               
    Minutes :
 
   

Linda Davidson (Chairperson) To open a file select the files from this year or to open previous years select "Archives":

Minutes 4-8-10

Archives

   
               
    Online Calculators :
 
   

Pension Benefit Calculator
Share and Drop Account Balances

   
               
    Administrator :    
    Linda Davidson (Chairperson)

The Pension Resource Center administers the plan.  You can contact our office at:

 

Pension Resource Center LLC

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL 33410

Phone: 561.624.3277

Toll-Free: 800.206.0116

Fax: 561.624.3278

 

Important Notice: Under Florida law, e-mail addresses are public records. If you do not want your e-mail address release in response to a public records request, do not send electronic mail to this entity. Instead, contact this office by phone or in writing.


   
   
   
         
    Service Providers :    
    Linda Davidson (Chairperson)

Links to service providers for the plan:

 

Actuary
Gabriel, Roeder, Smith & Company
www.grsnet.com

Attorney
Hanson, Perry, & Jensen, P.A.

 

Investment Managers
Westwood Holdings Group
www.westwoodgroup.com

Numerous Index Funds:
Aggregate Value Stock Index Fund Aggregate Mid Cap Stock Index Fund Aggregate Value Stock Index Fund
   
JP Morgan
Commingled Real Estate Fund

Investment Monitor
Burgess Chambers and Associates
www.burgesschambers.com

 

 


   
    Fund Performance :
 
   

1Q2009 Investment Summary
1Q2010 Investment Summary
2Q2009 Investment Summary

2Q2010 Investment Summary
3Q2009 Investment Summary
4Q2009 Investment Summary

Archives

   
               
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Please Note:

Our working Hours are from Monday to Friday
from 9:00 am to 5:00 pm