JAN. 8, 2010 - Starting this year, you will only receive two paper statements per year from the Boilermakers National Annuity Trust (the Plan). Additionally, the quarterly fee for participant accounts will increase from $7.25 per quarter to $9.50 per quarter.
You will now receive two paper statements per year:
- Statement 1 should arrive in the mail around July 10, 2010. It will include your account activity for January through June of 2010.
- Statement 2 should arrive in the mail around January 10, 2010. It will include your account activity for all of 2010.
All participant accounts are charged a quarterly fee. For 2010, the fee will increase from $7.25 to $9.50 per quarter (from $29 annually to $38 annually). This fee is deducted from your account balance during the last month of each quarter.
Keep in mind you can view your up-to-date account information any time online by clicking on the Check Your Annuity icon.
If you have questions, please review the Notice of Changes in Fees and Statements, or call Customer Care at 866-342-6555, Monday through Friday, 7 a.m. to 5 p.m. CST.