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Defined Contribution Resources

These links are provided as a convenience and for informational purposes only and do not constitute an endorsement by the Stationary Engineers Local 39 Trust Funds.  The Stationary Engineers Local 39 Trust Funds bear no responsibility for the accuracy, legality, or content of the external site or for that of subsequent links.  Contact the external site for answers to questions regarding its content.



Employee Benefits Security Administration (EBSA)
https://www.dol.gov/agencies/ebsa

  

Empower Retirement
https://www.empower.com/ 

Internal Revenue Service

https://www.irs.gov/

 

OE Federal Credit Union
www.oefcu.org

 

Social Security Administration
https://www.ssa.gov/ 

 

UA Plumbers and Steamfitters Local 159

http://www.ualocal159.org/

 


 

Plan Documents & Amendments:

Summary Plan Description & Formal Plan Rules

Amendments 1 - 8

Amendments 9 - 16

 

Summary of Material Modifications:

 

Applications:

Defined Contribution Application for Distribution

Death Benefit Application

 

Forms:

Change of Address

Enrollment / Change

QDRO Procedures

Sample QDRO

 

Notices:

Lifetime Income Disclosure

Participant Fee Disclosure



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