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Understanding Your Union Retirement Benefits

May 23 @ 12:00 pm - 4:00 pm

Understanding Your Union Retirement Benefits

Date: Thursday, May 23, 2024
Time: 12:00pm – 4:00pm

Location: 764 Union Offices
Speakers: Cathy Halpin and Mary Ferry (Pension & Annuity) and David Erdei (401K)

There are many benefits offered to you as a Local 764 worker. Understanding these benefits is
your first step to Financial Wellness.
This course (i) explains the benefits (Annuity, Pension,
401K – and a few more you may not know about) that are available to 764 members
through the union’s collective bargaining; and (ii) ensures attendees have all their
beneficiary forms completed and filed with the union.
Participants will learn (i) how the Annuity, Pension and 401K function and operate ; (ii) how
contributions are made by an employer on a member’s behalf: (iii) how to read a Pension
Statement; (iv) when and how one can withdraw from each benefit fund; and (v) the
beneficiary forms associated with each fund.
All members, no matter how long they have been in the union, are encouraged to attend
this Financial Wellness course that provides valuable information beneficial to everyone!

Contact: Anne Grossman at agrossman@ia764.org

Please log into your Local 764 Account to register!


May 23
12:00 pm - 4:00 pm
Event Category:


Local 764 Office
545 W 45th Street
New York City, NY 10036 United States
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