menu
Forms
Contact Us
About Us
Login
Search
Search
New To The Y
New To The Y
Welcome to the Fund! Learn more about a safe and secure path to retirement and start saving today.
2023 Contribution Limits Calculator
FAQs
Forms
Glossary
Publications
Retirement Planning for All Ages
Rollovers
Save From Day One
Video Library
See More For New Employees
See More For New Employees
Plan Participants
Plan Participants
You’re on the right track to a secure retirement! Learn more about your exclusive retirement benefits and how you can save even more towards your retirement.
2023 Contribution Limits Calculator
FAQs
Forms
Glossary
Loans
Publications
Request A Consultation
Retirement Strategies Seminar Materials
Rollovers
Start Your Lifetime Retirement Income Benefit
Update Your Info
Video Library
When You Leave the Y
Withdrawals for Employees
See More For Plan Participants
See More For Plan Participants
HR Professionals &
Plan Administrators
HR Professionals & Plan Administrators
The Fund is here to guide you in your role as Plan Administrator. Learn more about your key responsibilities and access resources to aid you in your role.
Administrator’s Guide
2023 Contribution Limits Calculator
Complimentary Educational Services
The Definition of Compensation
Educational Materials
Forms
Glossary
YERDI Login (Resources for LPAs)
See More For HR Professionals & Plan Administrators
See More For HR Professionals & Plan Administrators
CEO & Volunteer
Leadership
CEO & Volunteer Leadership
The Fund is here to guide you and provide you with information needed for your role.
Compliance Responsibilities
Complimentary Educational Services
FAQs
Participation Benefits
Participation Rates
Who We Are
See More For CEO & Volunteer Leadership
See More For CEO & Volunteer Leadership
Retirees
Retirees
Stay connected with the Fund for news on your retirement benefits. Log in or create an online account to keep your contact information up-to-date.
Emergency Grants for Retirees
FAQs
Forms
Important Retiree Information
Retirement and Social Security
See More For Retirees
See More For Retirees
How The Fund Works
How The Fund Works
Build your retirement savings with the Fund’s two plans.
Eligibility & Vesting
Fund Updates & Insights
Glossary
Retirement Income for Life
Retirement Plan
Rollovers
Savings Plan
Video Library
Discover How The Fund Works
Discover How The Fund Works
Learning Center
Contact Us
About Us
800-738-9622
Login
Request a Consultation
Plan Participants
Coming 2024: The Roth Account
Learn More
Self-Service Features
Use the Lifetime Income Tracker
View Your Account Balances
Update Your Contact Information
Request a Withdrawal/Rollover/Loan
Log in to your account >
Not Registered Yet?
Create an Account
Plan Participants
Track Your Path to Lifetime Income in Retirement
Learn More
Self-Service Features
Use the Lifetime Income Tracker
View Your Account Balances
Update Your Contact Information
Request a Withdrawal/Rollover/Loan
Log in to your account >
Not Registered Yet?
Create an Account
Retirement Planning for all Ages
Start Saving
See If You Are Eligible
Are You On Track?
Plan For Your Retirement
Nearing Retirement
Explore the details
New To The Y
Plan Participants
HR Professionals &
Plan Administrators
CEO & Volunteer
Leadership
Retirees
New To The Y
Welcome!
Forms
403(b) Smart Account
Rollover Authorization
Publications
Summary Plan Description Booklet
More about New To The Y
Plan Participants
Welcome, Participants
Forms
403(b) Smart Account
Designation of Beneficiary for Current Y Employees
Publications
Summary Plan Description Booklet
More about Plan Participants
HR Professionals &
Plan Administrators
Welcome, Plan Administrators
Forms
403(b) Smart Account
Application to Participate in the YMCA Retirement Plan
Publications
Transmittal Calendar
Summary Plan Description Booklet
More about HR Professionals &
Plan Administrators
CEO & Volunteer
Leadership
Welcome, Leaders
Forms
403(b) Smart Account
Designation of Beneficiary for Current Y Employees
Publications
Investment Policy and Investment Guidelines
More about CEO & Volunteer
Leadership
Retirees
Welcome, Retirees
Forms
IRS Form W-4P
Direct Deposit of Annuity Payments
Publications
2022 Annual Report
More about Retirees