Ask a Financial Advisor
How should you view and manage your retirement savings plan through various life stages? To help improve your chances of achieving a financially comfortable retirement, start with a realistic assessment…
Beneficiary Information
It is important to make sure the Fund Office has the most up to date beneficiary information on file. By visiting the Benefit Fund’s website, Carpenters.Fund, you can review what…
Ask A Financial Advisor
Creating a budget that works for your life can help control your spending and allow you to save more money for retirement. TRACK YOUR SPENDING Keep track of what you…
The Impact of Debt on Your Financial Wellness
25% of take-home pay is going to consumer debt.* $6,741 is the Average American's Credit Card Debt.** If you can free up those funds, think about how much…
Financial Wellness and Your Health
Money worries can impact your health! 32% of people say that lack of money prevents them from living a healthy lifestyle. Money Stress can lead to unhealthy coping mechanisms. Such…
Savings Plan Record Keeper Name Change
Savings Plan Record Keeper Name Change to Newport Group In March, Newport Group announced that it was acquiring the Vested Interest® defined contribution plan record-keeping business from PNC Bank. Please note…
Heart Health
Heart Disease in the United States The term “heart disease” refers to several types of heart conditions. The most common type is coronary artery disease, which can cause heart…
Breast Cancer Awareness
The Fund Office Staff is encourages all of our female participants 40 and older to get their free, preventative screening. Breast cancer is the 2nd most common type of cancer…
Thinking of Retiring?
If so, you need to contact the Pension Department at least 6 weeks (preferably 8 weeks) prior to your target Retirement Date, for a Retirement Application/Appointment. Call 215-568-0430 to…
Diabetes Care Management Program
The Fund has partnered with HCSC to provide supplies (meter, test strips, and lancets) for Diabetes Care at NO COST to the patient. In order to take advantage of this…