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Pension Summary Plan Description
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WELCOME TO THE ALASKA TEAMSTER-EMPLOYER PENSION PLAN
1 INTRODUCTION
2 PARTICIPATION
2.1 General Participation Rules
2.2 Earning Participation with "Contiguous Non-Covered Employment"
3 VESTING
3.1 Vested Percentage
3.2 Vesting Service
3.3 Past Vesting Service
3.4 Break-in-Service Loss of Benefits Before Vesting
4 WHEN YOU MAY RETIRE
4.1 Normal Retirement Age
4.2 Minimum Retirement Age
4.3 Early and Rule of 85 Retirement Benefits
4.4 Deferred Retirement
4.5 When Payments are Mandatory
5 HOW YOUR BENEFIT IS CALCULATED
5.1 Past Benefit Service
5.2 Section 415 Maximum Benefit
5.3 Return to Covered Employment
5.4 Special Rules Regarding Calculation of Benefits
6 RECAPTURED VESTING AND BENEFIT SERVICE
7 HOW BENEFITS ARE PAID
7.1 Straight Life Annuity
7.2 Five Year Certain Life Annuity
7.3 Joint Annuity
7.4 Automatic Changes in the Form of Benefit Payment
7.5 When Payments Begin
7.6 Payment of Small Annuities
8 HOW TO APPLY FOR RETIREMENT BENEFITS
8.1 Change in Form of Payment within 90 Days of Your Retirement Date
9 SEPARATION FROM SERVICE
10 SUSPENDIBLE EMPLOYMENT
10.1 Suspendible Employment Defined
10.2 Suspension of Benefits
10.3 Verification of Employment
11 CHANGING YOUR FORM OF PAYMENT AFTER 90 DAYS
11.1 Non-Spouse Joint Annuitant
11.2 Change to Benefit for a Joint Annuitant
11.3 Death of Spouse After Retirement – Spousal Substitution
12 PRE-RETIREMENT DEATH BENEFITS
12.1 Surviving Spouse Annuity
12.2 Beneficiary Survivor Annuity
13 ADMINISTRATIVE INFORMATION
13.1 Incapacity
13.2 Improper Payments
13.3 Qualified Domestic Relations Orders (QDROs) and Protection of Benefits
13.4 Military and Uniformed Service
13.5 Payments for Retiree Health Coverage
14 FACTS ABOUT THE PLAN
14.1 Future of the Plan
14.2 PBGC Information
14.3 In Case Your Claim for Benefits is Denied
14.4 Your Rights Under ERISA
14.5 Communications
14.6 Disputed Payments
15 PLAN INFORMATION
15.1 Plan Name
15.2 Plan Number
15.3 Type of Plan
15.4 Plan Year
15.5 Description of Collective Bargaining Agreements
15.6 Funding
15.7 Plan Sponsor and Plan Administrator
15.8 Employer Identification Number
15.9 Type of Administration
15.10 Name and Address of Agent for Service of Legal Process
APPENDIX A: Participation Rules
APPENDIX B: General Vesting Rules
B.1 Vesting in Your Normal Retirement Age Benefit if You Have Not Been a Participant After June 30, 2001
B.2 Vesting in Your Normal Retirement Age Benefits if You Have Not Been a Participant After June 30, 1999
B.3 Summary Table of Vesting Requirements Prior to July 1, 2001
B.4 Break-in-Service
B.5 Re-establishing Participation
APPENDIX C: Early Retirement and Qualified Retirement for Benefits Accrued Before January 1, 2012
C.1 Early Retirement for Benefits Accrued Before January 1, 2012
C.2 Qualified Retirement for Benefits Accrued Before January 1, 2012
C.3 Rule of 80 Retirement for Benefits Accrued Before January 1, 2012
C.4 Other Calculations and Forms of Benefits Apply After December 31, 2011
APPENDIX D: Return to Covered Employment
D.1 Return to Covered Employment Before September 1999
APPENDIX E: Past Benefit Service
E.1 Past Benefit Service Granted Between July 1, 1990 and June 30, 2001
APPENDIX F: Special Provisions for Benefits Accrued Before July 1, 1990
F.1 Unreduced Retirement
F.2 Unreduced Retirement Date If You Meet Minimum Hour and Contribution Requirements
F.3 Vesting
F.4 Your Retirement Benefit
F.5 Retirement Benefits If You Meet Minimum Contribution Requirements
F.6 Past Benefit Service
F.7 Lump Sum Payment of Employer Contributions
F.8 Form of Benefit Applicable to Benefits Earned Before July 1, 1990
F.9 Special Suspendible Employment Rules for Benefits Earned Before July 1, 1990
APPENDIX G: Special Provisions for Benefits Accrued Between July 1, 1990 and June 30, 1997
APPENDIX H: Special Provisions for Benefits Accrued Before and After July 1, 2006
H.1 Benefit Service After June 30, 2006
H.2 Benefit Service After June 30, 2003 and Before July 1, 2006
H.3 Benefit Service After June 30, 1997 and Before July 1, 2003
H.4 Benefit Service After June 30, 1990 and Before July 1, 1997
H.5 Benefit Service Before July 1, 1990: the Overlay
DEFINITIONS
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