RETIREMENT FUND

Unlike the Pension Plan, the Supplemental Retirement Fund is a defined contribution profit sharing plan to which your employer makes contributions to your account on your behalf. You then have the opportunity to invest the monies in this account in a variety of investment options.

The contributions made to your account are based upon the hours you work under the collective bargaining agreement or other written agreement. For more information, please visit Associated Bank.

FORMS / PLAN DOCUMENTS & NOTICES

FORMS

Reciprocity Forms

Supplemental Pension-Beneficiary Form


PLAN DOCUMENTS & NOTICES

Summary Annual Report (SAR)

Hardship Withdrawal Notice

Supplemental Retirement Fund Summary Plan Description (SPD)

SMM – Appeal Decisions

SMM – RMS Waivers

SMM – Coronavirus-Related Distributions

FREQUENTLY ASKED QUESTIONS

RETIREMENT FUND

What if I get divorced?
When your divorce is final, the Fund Office will need a copy of your divorce documents and will provide information and forms if a portion of your supplemental retirement pension benefit is awarded to your ex-spouse.
Can I get a distribution for a hardship?
Yes. A hardship withdrawal is available to cover expenses incurred for an immediate and heavy financial need. To be eligible, you must meet one of the qualifying events. To apply for a hardship distribution, please contact the Fund Office or Associated Bank. Detailed information is available under Notices in the Retirement section.
How do I obtain information about my plan account?
Personalized account statements will be sent to you quarterly. The statement shows your account balance and any contributions and earnings credited to your account during the reporting period.

You also have access to an automated voice response system (800-456-7271) and Internet Site (www.associatedbank.com). You can get up-to-date information about your account balance, contributions, investment choices and other Plan data.
How do I make a claim for benefits?
Contact Associated Wealth Management by phone at 800-236-0082 to request a distribution election form or a printable form is available at their website www.associatedbank.com.
How do I designate a beneficiary?
If you need to designate or change a beneficiary, the beneficiary designation must be on a beneficiary form obtained from the Fund Office. It is important that you keep your beneficiary designation up to date as death benefits are paid according to the most recent designation filed by you as long as it is in accord with Plan provision and the law. Click here to print a copy of the Supplemental Retirement Fund Beneficiary form.
Can rollover contributions be made to the plan?
Yes. If you have an existing qualified retirement plan, individual retirement account, individual retirement annuity, Internal Revenue code Section 457 plan, or annuity contracts excluding after tax employee contributions, you may transfer or roll over that account into the Plan at anytime.
Can I contribute to the plan?
Your employer makes all the contributions to the Plan. No employee contributions are permitted under the Plan.
Can I take a loan from this plan?
No. The Plan does not allow you to borrow money from your individual account.

SERVICE PROVIDERS

Associated Bank Logo.

(715) 835-3174     (800) 424-3405

Street Address:
1704 Devney Drive    Altoona, WI 54720


Mailing Address:
PO Box 4002    Eau Claire, WI 54702

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