IAM National Pension Fund Trustees Union STEVE GALLOWAY Co-Chairman BRIAN BRYANT DORA CERVANTES RICKEY WALLACE Employer JUSTIN WELNER Co-Chairman ANDY CHEN KELVIN JONES JIM MCGRATH IAM National 401(k) Fund Trustees Union RICKEY WALLACE Co-Chairman DORA CERVANTES STEVE GALLOWAY Employer JUSTIN WELNER Co-Chairman JADE BADER JIM MCGRATH National IAM Benefit Trust Fund Union DORA CERVANTES Co-Chairman STEVE GALLOWAY RICKEY WALLACE Employer THOMAS MITCHELL Co-Chairman AMY KEHOE MARIE UNDERWOOD IAM National Benefit Funds Office Executive Leadership Team Executive Director, RYK TIERNEY General Counsel, RAYMOND GOAD Chief of Staff, WENDY FRYE Director, National IAM Benefit Trust Fund, KAREN BROWN Director, Operations, ANGELA CURSEEN Director, 401(k) and Communications, ADINA DORCH Director, Information Technology, RON NOVAK Director, Accounting & Finance, JONATHAN YOUNG Writing, Editing, & Creative Design Director, 401(k) and Communications, ADINA DORCH Senior Graphic Designer, ERICKA MILLS Contributor, JAMES MARTIN Printing Doyle Printing & Communications Special Thanks To our former trustees and their contribution to the IAM National Benefit Funds. JOURNEY TO RETIREMENT OCTOBER 2022 02 Magazine Disclaimer The contents of this publication are for general information only and are believed to be accurate and reliable as of the publication date but may be subject to change. The IAM National Benefit Funds Office does not provide investment, tax, or legal advice. Please consult your own independent advisor as to any investment, tax, or legal statements made here. You are strongly encouraged to consult with your independent tax or legal adviser if you have any questions related to your specific circumstances.