IAM National Pension Fund Trustees Union SAM CICINELLI Co-Chairman DORA CERVANTES RICHIE JOHNSEN DAVID SULLIVAN Employer JUSTIN WELNER Co-Chairman ANDY CHEN KELVIN JONES JIM MCGRATH IAM National 401(k) Fund Trustees Union CRAIG MARTIN Co-Chairman JODY BENNETT DORA CERVANTES Employer JUSTIN WELNER Co-Chairman JADE BADER JIM MCGRATH National IAM Benefit Trust Fund Trustees Union DORA CERVANTES Co-Chairman SAM CICINELLI CRAIG MARTIN Employer AMY KEHOE Co-Chairman JONATHAN JONES MARIE UNDERWOOD Special Thanks To our former trustees and their contributions to the IAM National Benefit Funds. IAM National Benefit Funds Office Executive Leadership Team YOLANDA D. MONTGOMERY Executive Director WENDY FRYE Assistant Executive Director DENISE CLARK General Counsel EMILY NOVAK Director, Benefit Trust Fund SHONYA MORRISON Director, Pension Operations TYIEKA LOVITT Interim Director, 401(k) RON NOVAK Director, Information Technology JONATHAN YOUNG Director, Contribution Compliance DARRYL CAMPBELL Director, Accounting DAMIEN ANDERSON Director, Education CARL MACOMBER Director, Employer Services LOGAN JACKSON Interim Director, Human Resources TASHA MOORE Director, Customer Service PARRIS CELESTINE Interim Director, Communications MALIKAH RANKINE Director, Executive Support Creative Design ERICKA MILLS Senior Graphic Designer Printing Doyle Printing & Communications 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. NOTE: This page has been revised as of July 2024.