Resource Center

Publications
The publications below provide a more thorough explanation of certain aspects of the Fund and its two plans.

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A Guide for Financial Planners

FAQs that will help you and your financial advisor in your personal retirement planning.


Annual Reports (2012 and later)

A summary of the year's activities.


Annual Reports (2001 - 2011)

A summary of the year's activities, including the Audited Financial Statements.


Investment Policy and
Investment Guidelines

The philosophy and principles that govern the investment management of the portfolio of the YMCA Retirement Fund.


Plan Document:
Retirement Plan

Restated Effective November 15, 2012 (Including Amendments through October 15, 2017)


Plan Document:
Savings Plan

Restated Effective January 1, 2009 (Including Amendments through
October 15, 2017)


Summary Plan Description

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.


Tax Status of the
YMCA Retirement Fund

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.


Guiding You Through the
YMCA Retirement Fund

Inside you'll find clear, easy-to-read explanations of many of the key aspects of the Retirement Plan and the Savings Plan.