WELCOME TO OUR JULY 2023 NEWSLETTER

Summer is here and we hope that this issue finds you embracing the warmer weather as well as some quality time with family and friends.

In the last issue, we:

  • Addressed the importance of being prepared and taking care of business,
  • Spoke to the importance of looking after your eyes (pun attended)
  • Announced the dates and times of the Health and Benefit Funds upcoming educational meetings,
  • Informed you of the upcoming reclassification of the Annuity Fund from a Money Purchase Plan and Trust to a Profit-Sharing Plan.
  • Provided you with a HIPAA “refresher”. And,
  • Reminded those that have a shortage of hours situation when they have to have their self-payments into the Fund office.

Along with another reminder about the upcoming educational meetings, this edition features a refresher as to how excess hours are being applied when calculating your Pension benefit, and a thought-provoking perspective on Money Purchase Plans and Trust loans.

We appreciate you taking the time to read this edition and hope that you enjoy the information contained within.