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Retirement is getting real! As the big day approaches, you probably have many questions about what you need to do.


Join Wells Fargo’s live event for pre-retirees, which will include:

    • Medicare 101: Learn how it works from an expert

    • Been there, done that, now what? Pre-retirees share their insights

and perspectives

    • Chat room, helpful tools, and resources for the retiree-to-be


Please click here for more information on the event and how to register.

Puerto Rico recently adopted rules that reduce the taxes on certain distributions for "eligible expenses" related to Hurricane Maria. An eligible expense is any expense incurred by you or your ascendants (parents, grandparents, etc.) or descendants (children, grandchildren, etc.) to:

    • cover losses resulting from Hurricane Maria;

    • cover extraordinary expenses incurred to cover basic needs after Hurricane Maria; or

    • compensate for unearned income after Hurricane Maria.


You may contact the Annuity Department directly at 800-456-3863, to check eligibility, request an application and ask further questions regarding this issue. This tax relief ends effective June 30, 2018.

Empire BlueCross BlueShield, CVS Health, Delta Dental, Davis Vision and MetLife have applications available for download for Android or IOS Mobile device platforms. Each application allows you to check claims, obtain I.D. Cards, search for a doctor or pharmacy in your location as well as other valuable tools to manage your health needs.


Click the link to each carrier flyer for more information on what each app can do and visit the Google Play store or the App Store to download each app.


Empire BCBS ; CVS Health ; Delta Dental ; Davis Vision ; MetLife

Reminder that all signatory employers must provide the Funds with a completed Company Data Sheet and include their EIN on all contribution reports submitted. Failure to do either could result in a return of the contributions.


Click here for a copy of the latest notice and blank Company Data Sheet.

CVS Health is offering flu shots in more than 68,000 convenient locations, including CVS Pharmacy®, at no cost to you. They also offer other vaccines to prevent common illnesses at 100% coverage by the Plan without a copayment.  Click here for details.

Want to be a better saver and retirement planner? Join Wells Fargo for their 2018 Retirement and Financial Webinar Series to learn relevant money management skills in short, helpful sessions. Each month they offer a new topic — from basic budgeting to retirement investing. Most are only 30 minutes long, so just a small investment of your time helps pave the way for a brighter financial future.

Click here to register for upcoming webinars sponsored by Wells Fargo.

Empire Blue Cross/Blue Shield and Delta Dental both want to take the opportunity to provide you with a 2018 Wellness calendar. Each calendar has recommended monthly initiatives to help you stay healthy and keep a beautiful smile. Each calendar has embedded articles that you can easily deploy for viewing by clicking on each article title. Click here for the Empire Blue Cross/Blue Shield calendar. Click here for the Delta Dental calendar. Within the calendar, click any link of interest.