IAM National Pension Fund Trustees IAM National Benefit Funds Office Union Employer Executive Leadership Team STEVE GALLOWAY JUSTIN WELNER Executive Director, RYK TIERNEY Co-Chairman Co-Chairman General Counsel, RAYMOND GOAD BRIAN BRYANT ANDY CHEN Chief of Staff, WENDY FRYE DORA CERVANTES KELVIN JONES Director, National IAM Benefit Trust Fund, KAREN BROWN RICKEY WALLACE JIM MCGRATH Director, Operations, ANGELA CURSEEN IAM National 401(k) Fund Trustees Director, 401(k) and Communications, ADINA DORCH Director, Information Technology, RON NOVAK Union Employer Director, Accounting & Finance, JONATHAN YOUNG RICKEY WALLACE JUSTIN WELNER Co-Chairman Co-Chairman Writing, Editing, & Creative Design DORA CERVANTES JADE BADER Director, 401(k) and Communications, ADINA DORCH STEVE GALLOWAY JIM MCGRATH Senior Graphic Designer, ERICKA MILLS Contributor, JAMES MARTIN National IAM Benefit Trust Fund Union Employer Printing DORA CERVANTES THOMAS MITCHELL Doyle Printing & Communications Co-Chairman Co-Chairman STEVE GALLOWAY AMY KEHOE Special Thanks RICKEY WALLACE MARIE UNDERWOOD To our former trustees and their contribution to the IAM National Benefit Funds. Magazine Disclaimer The contents of this publication are for general information only and are believed to be accurate and reliable as of the publication date but may be subject to change. The IAM National Benefit Funds Office does not provide investment, tax, or legal advice. Please consult your own independent advisor as to any investment, tax, or legal statements made here. You are strongly encouraged to consult with your independent tax or legal adviser if you have any questions related to your specific circumstances. JOURNEY TO RETIREMENT OCTOBER 2022