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FAQs that will help you and your financial advisor in your personal retirement planning.
A summary of the year's activities.
A summary of the year's activities, including the Audited Financial Statements.
The philosophy and principles that govern the investment management of the portfolio of the YMCA Retirement Fund.
Restated Effective November 15, 2012 (Including Amendments through September 20, 2016)
Restated Effective January 1, 2009 (Including Amendments through
September 20, 2016)
A booklet containing the Summary Plan Descriptions for the two Plans sponsored by the YMCA Retirement Fund, summaries of various procedures, and a glossary of terms.
An explanation of the YMCA Retirement Fund's current tax status. This one-page description is what the Fund sends to banks and financial institutions when they request to know the qualified status of the Fund's Plans.
Inside you'll find clear, easy-to-read explanations of many of the key aspects of the Retirement Plan and the Savings Plan.
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