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IBEW Local 40 NECA Plan

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IBEW Local 40 NECA 401(k) Plan

Mercer Investments handles the investments of your 401(k) plan.  When you enroll, you will get login information to access your account on line or via phone.

You will log in here when you receive your information.

Download the Summary Plan Description.

Wage Deferral Form

In addition to the employer contribution provided for under the collective bargaining agreement, you have the option to make voluntary wage deferrals to your 401k Plan. You may download and fill out the Wage Deferral Enrollment Form. Return this form to Coast Benefits, not to your employer.
Download the Wage Deferral Enrollment Form.

Annuity Notice

This notice will explain to you the annuity form in which your benefits will be paid, unless you make the election described in this notice.
Download the Annuity Notice.

Short Term Trade Notice

To protect your interests, Putnam and its administrative partner, Mercer HR Services, adhere to the following policies designed to curb different types of short-term trading.
Download the Short Term Trade Notice.

Special Tax Notice

These legally required notices contain important information about benefits payable from your Plan. The notices are general in nature, and some of the notices may not apply to your Plan or the type of distribution you have requested from your Plan.
Download the Special Tax Notice (Form MEGA).

Distribution Form

This form authorizes a distribution from the IBEW Local 40 NECA 401(k) Plan. The form is not valid without your signature and the Coast Benefit’s countersignature.
Download the Distribution Form.