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About the plan

Get to know the details and benefits of your plan, and explore ways to make it work harder for you.

We want to help you build a solid financial future.

Your plan is a defined contribution plan available exclusively to this organization. The plan highlights document provides information on contributions, vesting, distribution options and more.

Once you’ve joined the plan, you can easily and conveniently access your account information at any time. Simply register using the account login box to the right. And you’re on your way.

Learn more: View the plan highlights page

Plan features—ways to help you save

Targeted investingTarget-date funds—Investments that change as you do

An option that helps diversify your investments and then automatically reallocates them by lessening equity exposure and increasing exposure to fixed income-type investments as you get closer to your estimated retirement date or the date you plan to start withdrawing your money. Please remember, the principal value of a target-date fund is not guaranteed at any time, including the target date.

View your target-date fund options

Asset allocationGoalMaker—Strategies to support your unique investing style

Take the guesswork out of choosing your investment mix. Just answer three questions to help you select the model portfolio made up of investments offered in your plan that’s right for you.

Log in to start using GoalMaker®Link opens in a new window.

Save paper, save timeE-Delivery—Safe, secure and green

Receive your statements and other account documents electronically by using our safe, secure E-Delivery service. Simply log in to select this option.

Log in to enroll in E-Delivery todayLink opens in a new window.


Southwest Carpenters Annuity Fund Plan Resources and Quick Actions

DOWNLOAD PLAN DOCUMENTS

Download plan communications, documents and information here.

Go to forms and documents

GET IN TOUCH

Get contact information for your plan counselors and administrators.

View plan contacts

LOG IN TO YOUR ACCOUNT

Manage your information, review your plan details and more.

Log in to your account