Funded Percentage

How can you tell how your pension plan is performing? How does the changing economy affect your benefits? Now announcing “Funded Percentage,” part of a new suite of IUPAT Pension Whiteboard videos to answer all your questions.

This video covers how to measure the strength of the IUPAT Pension Fund and how well the fund is performing currently. No matter how the fund performs, IUPAT retirees are guaranteed a monthly payment in retirement. Watch to learn more!

Preparing for Retirement

Not sure how to prepare for retirement? How do you opt into the pension plan? Now announcing “Preparing for Retirement,” part of a new suite of IUPAT Pension Whiteboard videos to answer all your questions.

This video explains the simple pension application process and how members can get ready for their retirement. If you’re thinking about retirement soon, this video details how members can access their benefits. Watch to learn more!

Benefit Accrual

How do IUPAT members accrue benefits throughout their life? How does that affect your retirement? Now announcing “Benefit Accrual,” part of a new suite of IUPAT Pension Whiteboard videos to answer all your questions.

The following video explains the basics of how members can accrue benefits for their retirement and how to contribute to the Pension Fund. The longer you work with the IUPAT, the larger your guaranteed retirement stipend will be.  Watch to learn more!

What is a Pension?

Do you have questions about your IUPAT pension? Not sure what a pension is or what benefits our union offers? Now announcing “What is a Pension?” –  part of a new suite of IUPAT Pension Whiteboard videos to answer all your questions.

The first video in this series covers the basics of what a pension is and what benefits retirees receive. Whether you have just joined the union or have been a member for years, it’s important to know how a pension functions. Watch to learn more!

Fund Administrator Speech

Fund Administrator Tim Maitland explained updates to and performance of the IUPAT Industry Pension Fund to delegates of the 32nd General Convention. Delegates heard about the performance of the fund since the 2008 recession, the Funding Improvement Plan, and technical advances to the Pension Department.

Weren’t able to attend? Watch a video of the full speech and access his presentation below. Have further questions? Reach out to us at 1(800) 554-2479 or Pension@IUPAT.org.

Fund Administrator, Tim Maitland

Back on the Roads to Retirement

September 5, 2019

PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES, CHARITY & FINANCIAL LITERACY

HEALTHCARE & WELLNESS

TECH, MEDIA & SOCIAL MEDIA

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

PENSIONS

INTERNATIONAL

MARKETS

ALTERNATIVE INVESTMENTS

What it’s like to prepare for the next recession when you’re still feeling the effects of the last one

August 23, 2019

PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES, CHARITY & FINANCIAL LITERACY

HEALTHCARE & WELLNESS

TECH, MEDIA & SOCIAL MEDIA

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

PENSIONS

INTERNATIONAL

MARKETS

ALTERNATIVE INVESTMENTS

Millennials are the new face of the retirement crisis

August 22, 2019

PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES, CHARITY & FINANCIAL LITERACY

HEALTHCARE & WELLNESS

TECH, MEDIA & SOCIAL MEDIA

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

PENSIONS

INTERNATIONAL

MARKETS

ALTERNATIVE INVESTMENTS

People in their Prime are Working Less

August 12, 2019

PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES & FINANCIAL LITERACY

HEALTHCARE & WELLNESS

TECH, MEDIA & SOCIAL MEDIA

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

PENSIONS

INTERNATIONAL

MARKETS

ALTERNATIVE INVESTMENTS

Cutting Interest Rates Hurts Retirees the Most

August 6, 2019

PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES & FINANCIAL LITERACY

HEALTHCARE & WELLNESS

TECH, MEDIA & SOCIAL MEDIA

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

PENSIONS

INTERNATIONAL

MARKETS

ALTERNATIVE INVESTMENTS