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Annuity Fund Recordkeeping Services

Carpenters Benefit Plans | Mar 26, 2026

The St. Louis–Kansas City Carpenters Regional Annuity Fund is updating its services to give you better investment options, reasonable fees, and helpful tools for retirement. The Board of Trustees has decided to move the Plan’s recordkeeping services to Manulife John Hancock. With this change, the Plan will switch to daily valuation, so your account balance will update every business day.

Transition Period begins April 1
The transition begins April 1, 2026, and should be complete around May 1, 2026. During this time, contributions will still be made for you, but you won’t be able to access your account while records are being moved. This temporary period is called the transition period.

After the transition, you will be able to choose and manage your own investments from options available
under the Plan.

Getting started with self-service tools
You should have received a toolkit in the mail from Manulife John Hancock in early March outlining the
important changes to your retirement plan. Manulife John Hancock provides an easy-to-use website and
mobile app to help you manage your retirement savings. Once the plan is live (after May 1), you can manage your investments online or through the mobile app:

  • Register your account at myplan.johnhancock.com or download the mobile app.
  • Learn more about investing and Target-date Funds.
  • Review the investment choices.
  • Manage your investment changes.

Digital copies of all participant mailings have been provided below:
Announcement letter
Toolkit

Have questions?
Manulife John Hancock is available to help. Representatives are available Monday – Friday, from 8 am to 10 pm, ET. Call 833-38-UNION (833-388-6466).

Stay tuned
Later this year, we will hold informational sessions to explain your available options and support you in making the best decisions for your account based on your personal financial situation. Those dates will be shared as they are available.

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