401(k) Savings Plan of Local 400 and Mechanical Contractors Association of North Central Wisconsin
	Plan Enrollment Ceasing Deferrals	Changing Investment Elections Milliman Account Log in Benefit Plan Administration Log In
Effective November 1, 2007, there is a new website available for your use to access information from Benefit Plan Administration. You will be able to access Enrollment Forms, Beneficiary Forms, Withdrawal Applications, Cease Deferral Forms, Hardship Withdrawal Affidavits, etc. from this site. The website is: http://www.bpalja.com. Please call BPA or the union hall for the logon id and password under Client Access. Plan Enrollment: Enrollment for the 401(k) plan is held twice every year and commences on January 1 and July 1. If you are a current participant in the plan and would like to change your hourly deferral amount, you would do so at enrollment time. Enrollment forms are due to the 401(k) Plan office two weeks prior to the above dates. You should request an enrollment package from Jaime Kuzbek at BPA. If you have questions regarding enrollment, or wish to request an enrollment package, please contact: 401(k) Savings Plan of Local 400 and Mechanical Contractors Association of North Central Wisconsin ATTN: Jaime Kuzbek 11270 West Park Place, Suite 950 Milwaukee, WI 53224 1-800-425-1272 fax: (414) 577-3710 E-mail: jaimek@BPALJA.com Please make your request in December and June for the enrollment/deferral change materials. Back to Top Ceasing Deferrals: You are able to cease your 401K deferral at any time, but you must submit a request in writing. Please contact Jaime Kuzbek at the 401K office (mailing address and fax is listed above). Click here for a Request to Cease Deferral form. After Jaime receives your request, she will send a letter to your employer’s payroll department informing them of the change and take your name off of the 401K deferral listing. You may sign up to begin deferral again at the next enrollment time. Back to Top Changing Investment Elections: Effective February 13^th, 2006, our retirement plan record keeper has changed to Milliman, Inc. You will be able to access your account online or via Voice Response Unit effective February 13^th, 2006. The website for Investment Elections Changes and Fund Reallocations is: http://www.millimanbenefits.com/ or call the toll-free Voice Response Unit at 1-866-802-6218. Both are available 24 hours a day, 7 days per week. Customer Service representatives are available Monday - Friday from 7 a.m. to 7 p.m. (CST). If you have investment related questions, you can contact the following people at Morgan Stanley: Bob Fisher (Appleton) 920-997-6463 or 1-888-606-6386 4545 W. College Avenue Appleton, WI 54915-3967 Gary Wesa or Chad Kalaubauf (Green Bay) 920-490-1614 or 1-800-932-0252 2830 Ramada Way Green Bay, WI 54307 Back to Top Last Revised: January 2009