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Text Content

menu
 * 800-738-9622
 * Contact Us
 * About Us
 * Login
 * Request a Consultation
 * Search

Search
 * New To The Y
   New To The Y
   Welcome to the Fund! Learn more about a safe and secure path to retirement
   and start saving today.
    * 2021 Contribution Limits
    * Retirement Planning for All Ages
    * Rollovers
    * Save From Day One
    * Updating Your Beneficiary
    * Forms
    * FAQs
    * See More For New Employees
   
   See More For New Employees
 * Plan Participants
   Plan Participants
   You’re on the right track to a secure retirement! Learn more about your
   exclusive retirement benefits and how you can save even more towards your
   retirement.
    * 2021 Contribution Limits
    * Loans
    * Retirement Planning For All Ages
    * Rollovers
    * Start Your Lifetime Retirement Income Benefit
    * When You Leave the Y
    * Withdrawals for Employees
    * Update Your Info
    * Forms
    * FAQs
    * See More For Plan Participants
   
   See More For Plan Participants
 * HR Professionals &
   Plan Administrators
   HR Professionals & Plan Administrators
   The Fund is here to guide you in your role as Plan Administrator. Learn more
   about your key responsibilities and access resources to aid you in your role.
    * Administrator’s Guide
    * Complimentary Educational Services
    * The Definition of Compensation
    * Educational Materials
    * Local Plan Administrator Training
    * Virtual Education Resources
    * YERDI Login
    * Forms
    * FAQs
    * See More For HR Professionals & Plan Administrators
   
   See More For HR Professionals & Plan Administrators
 * CEO & Volunteer
   Leadership
   CEO & Volunteer Leadership
   The Fund is here to guide you and provide you with information needed for
   your role.
    * Complimentary Educational Services
    * Compliance Responsibilities
    * Participation Benefits
    * Participation Rates
    * Who We Are
    * FAQs
    * See More For CEO & Volunteer Leadership
   
   See More For CEO & Volunteer Leadership
 * Retirees
   Retirees
   Stay connected with the Fund for news on your retirement benefits. Log in or
   create an online account to keep your contact information up-to-date.
    * Emergency Grants for Retirees
    * Retiree Liaison Reports
    * Retirement and Social Security
    * Important Retiree Information
    * Forms
    * FAQs
    * See More For Retirees
   
   See More For Retirees
 * How The Fund Works
   How The Fund Works
   Build your retirement savings with the Fund’s two plans.
    * 2021 Contribution Limits
    * Eligibility & Vesting
    * Retirement Income for Life
    * Retirement Plan
    * Rollovers
    * Savings Plan
    * YRF Adjustment
    * Discover How The Fund Works
   
   Discover How The Fund Works
 * Learning Center
   Learning Center
   Discover resources to help you plan for your retirement.
    * Annuity Estimate Calculator
    * 2021 Contribution Limits
    * 2021 Contribution Limits Calculator
    * COVID-19 Updates
    * Fund Updates & Insights
    * Glossary
    * Information for Retirement Seminars
    * Publications
    * Retirement Goal Calculator
    * Retirement Planning for All Ages
    * Retirement Budget Worksheet
    * Video Library
    * Forms
    * FAQs
    * Visit The Learning Center
   
   Visit The Learning Center

 * Contact Us
 * About Us
 * 800-738-9622
 * Login
 * Request a Consultation

Savings
Plan Participants


MAXIMIZE YOUR SAVINGS FOR A COMFORTABLE RETIREMENT

Discover How
Your Account
 * 
 * Log in to your account
 * Not registered yet?
 * create an account

Retirees


WELCOME, RETIREES

discover now
Your Account
 * 
 * Log in to your account
 * Not registered yet?
 * create an account


RETIREMENT PLANNING FOR ALL AGES

START SAVING



SEE IF YOU ARE ELIGIBLE



ARE YOU ON TRACK?



PLAN FOR YOUR RETIREMENT



NEARING RETIREMENT



Explore the details

New To The Y
Plan Participants
HR Professionals &
Plan Administrators
CEO & Volunteer
Leadership
Retirees
New To The Y


WELCOME!

FORMS

 * 403(b) Smart Account
 * Rollover Authorization

More Forms

PUBLICATIONS

 * Your Guide

More Publications
More about New To The Y
Plan Participants


WELCOME, PARTICIPANTS

FORMS

 * 403(b) Smart Account
 * Designation of Beneficiary for Current Y Employees

More Forms

PUBLICATIONS

 * Your Guide

More Publications
More about Plan Participants
HR Professionals &
Plan Administrators


WELCOME, PLAN ADMINISTRATORS

FORMS

 * 403(b) Smart Account
 * Application to Participate in the YMCA Retirement Plan

More Forms

PUBLICATIONS

 * Plan Document: Retirement Plan
 * Plan Document: Savings Plan

More Publications
More about HR Professionals &
Plan Administrators
CEO & Volunteer
Leadership


WELCOME, LEADERS

FORMS

 * 403(b) Smart Account
 * Designation of Beneficiary for Current Y Employees

More Forms

PUBLICATIONS

 * Investment Policy and Investment Guidelines

More Publications
More about CEO & Volunteer
Leadership
Retirees


WELCOME, RETIREES

FORMS

 * IRS Form W-4P
 * Electronic Deposit of Annuity Payments

More Forms

PUBLICATIONS

 * Plan Document: Retirement Plan

More Publications
More about Retirees


LEARNING CENTER

FUND UPDATES & INSIGHTS

Oct 11, 2021

THE YMCA RETIREMENT FUND’S 2021 ANNUAL REPORT



SEMINARS

 * Oct 1, 2021 | Online
   
   VIRTUAL EDUCATION

 * Oct 1, 2021 | In Person
   
   IN-PERSON EDUCATION

CALCULATORS

 * Calculator
   
   ANNUITY ESTIMATE

 * Calculator
   
   CONTRIBUTION LIMITS

 * Calculator
   
   RETIREMENT GOAL

Visit the learning center

> The Fund has allowed me to save money on my taxes and comfortably think about
> my future.

Bill Kanas Keep reading See More Stories

YMCA

> The Fund allows me to see the big picture for years to come.

Gailmarie Sprague Keep reading See More Stories

YMCA


HOW THE FUND WORKS


WE ARE YOUR PARTNERS IN SAVING AND PLANNING FOR RETIREMENT.

One of the primary benefits of working for a YMCA is that you can build your
retirement savings with the YMCA Retirement Fund.

Learn more about us

YMCA
 * New To The Y
   New To The Y
   Welcome to the Fund! Learn more about a safe and secure path to retirement
   and start saving today.
    * 2021 Contribution Limits
    * Retirement Planning for All Ages
    * Rollovers
    * Save From Day One
    * Updating Your Beneficiary
    * Forms
    * FAQs
    * See More For New Employees
   
   See More For New Employees
 * Plan Participants
   Plan Participants
   You’re on the right track to a secure retirement! Learn more about your
   exclusive retirement benefits and how you can save even more towards your
   retirement.
    * 2021 Contribution Limits
    * Loans
    * Retirement Planning For All Ages
    * Rollovers
    * Start Your Lifetime Retirement Income Benefit
    * When You Leave the Y
    * Withdrawals for Employees
    * Update Your Info
    * Forms
    * FAQs
    * See More For Plan Participants
   
   See More For Plan Participants
 * HR Professionals &
   Plan Administrators
   HR Professionals & Plan Administrators
   The Fund is here to guide you in your role as Plan Administrator. Learn more
   about your key responsibilities and access resources to aid you in your role.
    * Administrator’s Guide
    * Complimentary Educational Services
    * The Definition of Compensation
    * Educational Materials
    * Local Plan Administrator Training
    * Virtual Education Resources
    * YERDI Login
    * Forms
    * FAQs
    * See More For HR Professionals & Plan Administrators
   
   See More For HR Professionals & Plan Administrators
 * CEO & Volunteer
   Leadership
   CEO & Volunteer Leadership
   The Fund is here to guide you and provide you with information needed for
   your role.
    * Complimentary Educational Services
    * Compliance Responsibilities
    * Participation Benefits
    * Participation Rates
    * Who We Are
    * FAQs
    * See More For CEO & Volunteer Leadership
   
   See More For CEO & Volunteer Leadership
 * Retirees
   Retirees
   Stay connected with the Fund for news on your retirement benefits. Log in or
   create an online account to keep your contact information up-to-date.
    * Emergency Grants for Retirees
    * Retiree Liaison Reports
    * Retirement and Social Security
    * Important Retiree Information
    * Forms
    * FAQs
    * See More For Retirees
   
   See More For Retirees
 * How The Fund Works
   How The Fund Works
   Build your retirement savings with the Fund’s two plans.
    * 2021 Contribution Limits
    * Eligibility & Vesting
    * Retirement Income for Life
    * Retirement Plan
    * Rollovers
    * Savings Plan
    * YRF Adjustment
    * Discover How The Fund Works
   
   Discover How The Fund Works
 * Learning Center
   Learning Center
   Discover resources to help you plan for your retirement.
    * Annuity Estimate Calculator
    * 2021 Contribution Limits
    * 2021 Contribution Limits Calculator
    * COVID-19 Updates
    * Fund Updates & Insights
    * Glossary
    * Information for Retirement Seminars
    * Publications
    * Retirement Goal Calculator
    * Retirement Planning for All Ages
    * Retirement Budget Worksheet
    * Video Library
    * Forms
    * FAQs
    * Visit The Learning Center
   
   Visit The Learning Center

 * Login
 * About Us

 * Contact Us
 * Website Feedback


 * Facebook

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