401k

Start planning your retirement: the UWUA Deferred Compensation Trust Fund (401k) is a tax-exempt pension account with a unique structure and proven results

uwua_401k

Like all Taft-Hartley Trust Funds, the UWUA Deferred Compensation Trust Fund (401k), is a qualified non-profit organization and is exempt from income taxes under Section 501(c)(9) of the Internal Revenue Code.

The UWUA Deferred Compensation Trust Fund (401k) asset investment decisions are largely weighted on the advice and recommendations of the Trust’s professional advisers.

This collaborative effort of the Trustees and the Fund professionals has provided a positive return on investment for all Trust participants.

  • The trust is a qualified non-profit organization and is exempt from income taxes under Section 501(c)(9) of the Internal Revenue Code.
  • The UWUA Deferred Compensation Trust Fund (401k) asset investment decisions are largely weighted on the advice and recommendations of the trust’s professional advisers. The trust’s assets are managed by the MorganStanley-SmithBarney Financial Group.
  • This collaborative effort of the trustees and the fund professionals has provided a positive return on investment for all trust participants since the inception of the trust on July 1, 2007.
  • Pooled resources of a Multi-Employer Deferred Compensation Trust Fund promote cost efficiencies (economies of scale) by spreading administrative costs among many employers and participants.
  • The trust has a “flat” and extremely efficient administrative structure. The trustees are responsible for all administrative, financial, and investment management decisions relative to the trust’s and participants’ assets. Required prior action, due diligence and professional input are provided by the trust’s contracted legal, accounting, investment, and administrative professionals.


Participating employers include Maverick Const., Utility Lines Const. Services, Hydaker-Wheatlake, and Union-Built PC.

Participating unions include IBEW Local 204 and the UWUA.

Download a presentation about the fund

For more information contact:

Steven VanSlooten
Trustee, Power for America Training Trust Fund
National Executive Vice President, UWUA
400 Galleria Office Centre Suite 117
Southfield, MI 48034-8460
(616) 786-3098 phone
(616) 786-3246 fax

And please visit the UWUA Fringe Benefits website for further information

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