IRS 1099 tax documents have been mailed and are available for download from your online PSS account. The 2025 IRS Form W-4P is available on our Tax Information page.
ESS Navigation Updates
April 9, 2025
Instructions for the ESS Navigation guide have been updated for a better user experience for contributing employers. Login to ESS to view the updates.
Women's Her Story Month
March 20, 2025
March is a time to honor women's contributions in American history, our local communities, and our lives. This year, our very own Yolanda D. Montgomery was honored in Women's Her Story on NBC 4.
New Employer Pension Options
January 10, 2025
The IAM National Pension Fund is now offering new plan designs in 2025. Please click below for more information.
SMM Cash-Out Letter
January 6, 2025
The Summary of Material Modifications Cash-Out Letter does not apply to those currently receiving a monthly National Pension Plan or survivor benefit. Please note that the current monthly benefit you are receiving cannot be cashed out.
Withdrawal Liability Estimates
December 19, 2024
Requests for withdrawal liability estimates that are received on or after December 16, 2024, will not be processed until February 1, 2025.
November 19, 2024
2023 104(d) Notice
50 Years of ERISA
October 2, 2024
The Employee Retirement Income Security Act (ERISA) marks its 50th anniversary this year.
Required Minimum Distribution Changes (RMD)
July 19, 2024
There have been changes to the required minimum distribution as dictated by the IRS. The new age for RMD is 73. Click below to find out more.
Sign Up for Direct Deposit
July 1, 2024
Benefit Recipients may receive their benefits via direct deposit.
The IAMBFO Won an Eddy Award!
July 1, 2024
The IAM National Benefit Funds Office won Honorable Mention from Pensions & Investments for its Journey to Retirement magazine.
April 29, 2024
2023 Annual Funding Notice and 2024 Zone Status
2023 Tax Forms 1099-R and W-4P
April 16, 2024
2023 IRS Form 1099-Rs have been mailed.
March 1, 2024
SMM Notice
Introducing the New Trustees
February 12, 2024
Trustee Sam Cicinelli and Richie Johnsen are the newest union trustees to serve on the Board of the IAM National Pension Fund.