NAVIGATING THE WAY 07 Preventive Care: Keeping Your Health Afloat 08 Staying the Charted Course: A Retirement Readiness Routine Maintenance Plan 09 Bridging the Gap: Income Security in Retirement SEARCHING FOR A LIGHTHOUSE 10 Beyond Retirement: Benefits for Your Survivor(s) 11 Safeguarding Your Personal Assets: Cybersecurity & You 12 Top Five Risks Rocking the Boat to Retirement Readiness DISCOVERING NEW LAND 14 Freedom & Fun in Retirement: Current Trends for Age 50-Plus CONTENTS PAGE 03: SETTING SAIL 2010 2020 By 2020, The IAM National Benefit Funds Office relocates to its current headquarters in Southeast, Washington, DC. The IAM National Pension Plan voluntarily elects to adopt a Rehabilitation Plan to maintain the long-term financial soundness of the plan. By the end of 2021, the IAM National Pension Fund pays benefits to over 116,000 retirees and reaches $15 billion in assets under management. The IAM National 401(k) Fund has 30,905 participant accounts and $743 million in assets under management. The National IAM Benefit Trust Fund reaches over 200 contributing employers. May 2022, the IAM National Pension Fund and IAM National 401(k) Fund transition to a new benefits administration platform, V3locity. In 2023, the National IAM Benefit Trust Fund will begin its transition to V3locity. In 2010, the IAM National Pension Fund celebrates its 50th anniversary. By 2015, the IAM National Pension Fund has over $10 billion in assets under management. The IAM National 401(k) Plan has 25,794 participant accounts and more than $396 million in assets under management. The National IAM Benefit Trust Fund has 170 contributing employers.