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2024 Tax Documents and W-4P

April 17, 2025

IRS 1099 tax documents have been mailed and are available for download from your online PSS account. The 2025 IRS Form W-4P is available on our Tax Information page.

Women's Her Story Month

March 20, 2025

March is a time to honor women's contributions in American history, our local communities, and our lives. Our very own, Yolanda D. Montgomery, was honored in Women's Her Story on NBC 4.

SMM Cash-Out Letter

January 6, 2025

The Summary of Material Modifications Cash-Out Letter does not apply to those currently receiving a monthly National Pension Plan or survivor benefit. Please note that the current monthly benefit you are receiving cannot be cashed out.

Withdrawal Liability Estimates

December 19, 2024

Requests for withdrawal liability estimates that are received on or after December 16, 2024, will not be processed until February 1, 2025.

50 Years of ERISA

October 2, 2024

The Employee Retirement Income Security Act (ERISA) marks its 50th anniversary this year.

Required Minimum Distribution Changes (RMD)

July 19, 2024

There have been changes to the required minimum distribution as dictated by the IRS. The new age for RMD is 73. Click below to find out more.

Sign Up for Direct Deposit

July 1, 2024

Benefit Recipients may receive their benefits via direct deposit.

The IAMBFO Won an Eddy Award!

July 1, 2024

The IAM National Benefit Funds Office won Honorable Mention from Pensions & Investments for its Journey to Retirement magazine.

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April 29, 2024

2023 Annual Funding Notice and 2024 Zone Status

2023 Tax Forms 1099-R and W-4P

April 16, 2024

2023 IRS Form 1099-Rs have been mailed.

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March 1, 2024

SMM Notice

Introducing the New Trustees

February 12, 2024

Trustee Sam Cicinelli and Richie Johnsen are the newest union trustees to serve on the Board of the IAM National Pension Fund.

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November 13, 2023

2022 104(d) Notice

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May 8, 2023

2022 Annual Funding Notice and 2023 Zone Status

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April 29, 2022

2021 Annual Funding Notice and 2022 Zone Status

Questions?

You can contact the IAM National Pension Fund Office directly to get more information about the plan.

  • Phone: 800-424-9608 (participants); 202-785-2658 (others). Our phones are open Monday through Friday, 9:00 a.m. to 7:00 p.m. Eastern Time.
  • Fax: 202-463-8098 or 202-457-8653 (Please use this form  when faxing a request for estimate or pension application.)
  • Mail:  IAM National Pension Fund, 99 M Street, SE, Suite 600, Washington, DC 20003-4595
  • E-mail Form: Click Here