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 03-31-2015

Download Form - PDF

 

Participant Letters and General Notices:

 

Investment Changes being made to the SIU 401(k) Plan as of May 22, 2015 (PDF)

 

Participant Fees Disclosure Statement as of April 7, 2015 (PDF)

 

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)


401(k) Qualified Default Investment Alternative (QDIA) Notice 2015 Plan Year

Download Form - PDF

 

SMPPP and SIU 401(k) Plan Safe Harbor Notice for Plan Year 2015 (PDF)