Seafarers 401(k) Plan


 


Listed below are links to PDF files of the Seafarers 401(k) Plan enrollment kit, distribution election form and fund profiles. Please note that the enrollment kit includes an introductory letter, plan-highlight sheet, beneficiary form and rollover form.

Additional information is available toll-free at 800-743-5274 and elsewhere on the web at www.massmutual.com/retire/


401(k) Forms and Enrollment Kit:


Enrollment Kit - January 2015

(Includes Enrollment form, Investment Envollment form, Beneficiary Form, and Rollover In Form)

Download Form  - PDF


Distribution Election Form

Dowload Form - PDF

 

Special Tax Notice

Download Form - PDF


State Tax Information

Download Form - PDF

 

Application for Hardship Withdrawal

Download Form - PDF

For a complete Hardship Withdrawal package, you must contact MassMutual at 1-800-743-5274 or you can download the package at Mass Mutual’s participant website at www.retiresmart.com

 

 

Fund Profiles:

 

Fund Profiles as of 09-30-14

Download Form - PDF

 

Fund Profiles Changes as of May 30, 2014

Download Form - PDF

 

Fund Profile Change as of May 1, 2014

Delaware Investments rebranded as Jackson Square Partners

Download Form - PDF

 

 

Participant Letters and General Notices:

 

Notice to Interested Parties of:  Seafarers Pension Plan, Seafarers Money Purchase Pension Plan, Seafarers 401(k) Plan, SIU Pacific District Plan, and MCS Supplementary Pension Plan  (January 2015) (PDF)

 

Seafarers International Union AGLIW 401(k) Plan Summary Annual Report for Plan Year 2013 11-2014 (PDF)

 

Participant Fees Disclosure Statement 06-2014

Download Form - PDF


Participant Fees Disclosure Statement 04-2014

Download Form - PDF

 

401(k) Qualified Default Investment Alternative (QDIA) Notice 2014 Plan Year

Download Form - PDF