The July 2024 Heads Up newsletter is posted under the Knowledge Center Tab, in the Heads Up Library – Link to Heads Up Library

This newsletter covers How Secure 2.0 Act may help boost your retirement savings.  There is also education on making your IRS mandatory Required Minimum Distribution through the Directed Account Plan. Here is the link – July 2024 Heads Up Newsletter

Performance and investment details are updated monthly on the 15th business day following month end. The information is posted on this website under the Tracking Investments tab. Scroll down to the MONTHLY performance links.

The April 2024 Heads Up newsletter is posted under the Knowledge Center Tab, in the Heads Up Library – Link to Heads Up Library

This newsletter covers the Empower Retirement Advisory Service available through the Directed Account Plan.  There is also education on Pretax versus Roth 401(k) Contributions. Here is the link – April 2024 Heads Up Newsletter

Performance and investment details are updated monthly on the 15th business day following month end. The information is posted on this website under the Tracking Investments tab. Scroll down to the MONTHLY performance links.

The January 2024 Heads Up newsletter is posted under the Knowledge Center Tab, in the Heads Up Library – Link to Heads Up Library

This newsletter covers your plan expenses and cybersecurity awareness education. Here is the link – January 2024 Heads Up Newsletter

The October newsletter covered the lower participant account maintenance fee in a FAQ format and the administration fees for optional services.  Here is the link – October 2023 Heads Up Newsletter

Performance and investment details are updated monthly on the 15th business day following month end. The information is posted on this website under the Tracking Investments tab.

A new lower fee, the participant account maintenance fee, starts October 1, 2023. The link below to the notice and the October Heads Up describe the change:

Notice of New Fees

FAQs – Lower Participant Account Maintenance Fee and Optional Service Fees

The July 2023 Heads Up newsletter is posted under the Knowledge Center Tab, in the Heads Up Library.

Link to Heads Up Library

Here you will find investment education that transcends time.

Performance and investment details are updated monthly on this website under the Tracking Investments tab.

Please call the DAP Office at 314-739-7373 with questions.

The April 2023 Heads Up newsletter is posted under the Knowledge Center Tab, in the Heads Up Library.

Link to Heads Up Library

Here you will find investment education that transcends time.

Performance and investment details are updated monthly on this website under the Tracking Investments tab.

Please call the DAP Office at 314-739-7373 with questions.

The 2023 Summary Plan Descriptions are posted under the Knowledge Center Tab.

Summary Plan Description for the CommunityAmerica Credit Union and TruHome Solutions Employees 

Summary Plan Description for the Former TWA Pilots and their Beneficiaries

Please call the DAP Office at 314-739-7373 with questions.

The January 2023 Heads Up newsletter is posted.

January 2023 Heads Up Newsletter

All of the past Heads Up Newsletters are posted under the Knowledge Center Tab, in the Heads Up Library. Here you will find investment education that transcends time.

Performance and investment details are updated monthly on this website under the Tracking Investments tab.

Please call the DAP Office at 314-739-7373 with questions.

The new October 2022 Heads Up newsletter is posted.

Investing: The Nuts and Bolts; Market Timing; RMD Checklist

All of the past Heads Up Newsletters are posted under the Knowledge Center Tab, in the Heads Up Library. Here you will find investment education that transcends time.

Performance and investment details are updated monthly on this website under the Tracking Investments tab.

Please call the DAP Office at 314-739-7373 with questions.

The new July 2022 Heads Up newsletter is posted.

Your New Personalized Web Experience; Key Checkpoints of a Comprehensive Financial Wellness Check-in

All of the past Heads Up Newsletters are posted under the Knowledge Center Tab, in the Heads Up Library. Here you will find investment education that transcends time.

Performance and investment details are updated monthly on this website under the Tracking Investments tab.

Please call the DAP Office at 314-739-7373 with questions.