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About the plan
We want to help you build a solid financial future.
Your plan is a defined contribution plan available exclusively to this organization. The plan highlights document provides information on contributions, vesting, distribution options and more.
Once you’ve joined the plan, you can easily and conveniently access your account information at any time. Simply register using the account login box to the right. And you’re on your way.Learn more: View the plan highlights page
Plan features—ways to help you save
Targeted investingTarget-date funds—Investments that change as you do
An option that helps diversify your investments and then automatically reallocates them by lessening equity exposure and increasing exposure to fixed income-type investments as you get closer to your estimated retirement date or the date you plan to start withdrawing your money. Please remember, the principal value of a target-date fund is not guaranteed at any time, including the target date.
Asset allocationGoalMaker—Strategies to support your unique investing style
Take the guesswork out of choosing your investment mix. Just answer three questions to help you select the model portfolio made up of investments offered in your plan that’s right for you.
Save paper, save timeE-Delivery—Safe, secure and green
Receive your statements and other account documents electronically by using our safe, secure E-Delivery service. Simply log in to select this option.
Southwest Carpenters Annuity Fund Plan Resources and Quick Actions
DOWNLOAD PLAN DOCUMENTS
Download plan communications, documents, and information here.Go to forms and documents
GET IN TOUCH
Get contact information for your plan counselors and administrators.View plan contacts