Let Vanguard help you pursue your financial goals....
• Build your dream retirement
• Manage your financial life
• Invest with confidence
Click HERE to view helpful tips from Vanguard to help you achieve your dreams. You have the tools; put them to work for you. Manage your financial life and take harge of your personal finances. You can invest with confidence. Don't let investing intimidate you. Control the things you can control and let Vanguard help you.
Your Vanguard Account
Vanguards' Core Purpose
To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Your interests are the only interests we serve.
Most investment firms are either publicly traded or privately owned. Vanguard is different. We're client owned. Helping our investors achieve their goals is literlaly our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision - like keeping investing costs as low as possile - with only your needs in mind.
Your employer makes regular contributions to your Vanguard retirement account.
You are immediately eligible, enrolled automatically, and always 100% vested. However, you must designate how you want the contributions invested, or they will be invested automatically in a date-specific Vanguard® Target Retirement Fund based on your age today and a retirement age of 65. Click below to learn more about how you can create an investment strategy to meet your goals.
Sign up for online access at vanguard.com/register.You'll need your plan number, which is on your account statement. If you also have an individual Vanguard account, you'll need its number too. Once logged on, you can check your account, get information about your plan, and adcess articles, videos, and podcasts about investing, among other things.
Take advantage of e-delivery
As a registered user, you can sign up for e-delivery of retirement plan communications, such as statements and confirmations. Just log on to your account, click My Profile,and change your 'Mailing Preferences'. Vanguard emails you when communications are available. They you can log on to your account to read the documents.
Vanguard is always at your fingertips with apps for:
Vanguard recommends that you regularly educate yourself on investing, and that you re-evaluate your investment strategy once a year(perhaps on your birthday or at tax time). Financial circumstancesand goals can change, and strong or weak markets can pushyour investment program off course.
So each month take the time to view the link on this page, and once per year take time to check your investment mix and contact Vanguard to rebalance your accountif necessary.
For more information about any fund, including investment objectives, risks, charges, and expenses, callVanguard at 800-523-1188 to obtain a prospectus. The prospectus contains this and other important informationabout the fund. Read and consider the prospectus information carefully before you invest. You canalso download Vanguard fund prospectuses at Vanguard.com.
Terminating Your Annuity
If you are interested in applying to withdraw your balance with the California & Vicinity Field Iron Workers Annuity Trust, you will need to request an Annuity Termination Package, which includes a Termination Request. This application requires that your signature, as well as that of your spouse (if applicable) to be notarized. Once we have determined you are eligible, the processing of your Termination Request can take 30-45 days.
Eligibility for withdrawal includes:
Termination of Employment (six months with no hours reported)
Regular Retirement (at age 62)
Service Retirement (age + credits = 85)
Disability (permanent & total)
If you have any questions please call I.E.B.C. at (800) 527-4613. All forms must be mailed to the Trust Fund Office at 131 N. El Molino Avenue, Suite 330, Pasadena CA 91101. APPLICATIONS ARE NOT ACCEPTED BY FAX.
In completing your Annuity Application, please read all of the instructions and make sure you have completed all of the requirements for submission of the package prior to sending the package to the Trust Fund office for handling. Complete processing of your Termination Request Form ranges from 30-45 days. Failure to provide all of the necessary information listed on the cover letter in the package will delay timely processing of your request. If any of the submitted documents require review by the Trust Fund's Legal Counsel, processing time could be increased by 30 more days.
Please contact our office via email or by calling 1-800-527-4613 if you have any further questions or comments. Please contact the Shop 509 office at (800) 973-0615. Please contact the Shop 790 office at (866) 339-7467.