IAM National Pension Fund Trustees IAM National Bene昀椀t Funds Of昀椀ce Union Employer Executive Leadership Team SAM CICINELLI JUSTIN WELNER YOLANDA D. MONTGOMERY JONATHAN YOUNG Co-Chairman Co-Chairman Executive Director Director, Contribution Compliance DORA CERVANTES ANDY CHEN WENDY FRYE DARRYL CAMPBELL RICHIE JOHNSEN KELVIN JONES Assistant Executive Director Director, Accounting DAVID SULLIVAN JIM MCGRATH DENISE CLARK DAMIEN ANDERSON General Counsel Director, Education IAM National 401(k) Fund Trustees EMILY NOVAK CARL MACOMBER Director, Bene昀椀t Trust Fund Director, Employer Services Union Employer CRAIG MARTIN JUSTIN WELNER SHONYA MORRISON LOGAN JACKSON Co-Chairman Co-Chairman Director, Pension Operations Interim Director, Human Resources JODY BENNETT JADE BADER TYIEKA LOVITT TASHA MOORE Interim Director, 401(k) Director, Customer Service DORA CERVANTES JIM MCGRATH RON NOVAK PARRIS CELESTINE Director, Information Technology Interim Director, Communications National IAM Bene昀椀t Trust Fund Trustees Union Employer Creative Design DORA CERVANTES AMY KEHOE ERICKA MILLS Co-Chairman Co-Chairman Senior Graphic Designer SAM CICINELLI JONATHAN JONES CRAIG MARTIN MARIE UNDERWOOD Printing Doyle Printing & Communications Special Thanks To our former trustees and their contributions to the IAM National Bene昀椀t Funds. Magazine Disclaimer The contents of this publication are for general information only and are believed to be accurate and reliable as of the publication date but may be subject to change. The IAM National Bene昀椀t Funds Of昀椀ce does not provide investment, tax, or legal advice. Please consult your own independent advisor as to any investment, tax, or legal statements made here. You are strongly encouraged to consult with your independent tax or legal adviser if you have any questions related to your speci昀椀c circumstances. NOTE: This page has been revised as of July 2024. 02 JOURNEY TO RETIREMENT OCTOBER 2022