Previous Retirement Plan SPD and related docs


The 2019 AFTRA Retirement Fund Summary Plan Description (SPD) and all modifying Benefits Updates are provided in the links below. Please note that this SPD is no longer effective after June 15, 2025 and is provided only for reference for claims for services provided before that date. For the current Retirement Plan benefits, refer to current Retirement Plan SPD and any modifying Benefits Updates that follow.

Adobe Acrobat .PDF icon  2019 AFTRA Retirement Fund Summary Plan Description

Modifications to the Retirement Plan after the current Retirement Fund Summary Plan Description (SPD) was issued in June 2025 were communicated to participants via Benefits Updates, which are distributed to Retirement Plan participants. The 2025 SPD, together with the Plan changes included in the Benefits Updates listed below, represent the current amended Retirement Plan.

  October 2024 Benefits Update 
Adobe Acrobat .PDF icon  December 2020 Benefits Update 


The 2013 Retirement Fund Summary Plan Description (SPD) and all modifying Benefits Updates are provided in the links below. Please note that this SPD is no longer effective after May 31, 2019 and is provided only for reference for claims for services provided before that date. For the current Retirement Plan benefits, refer to current Retirement Plan SPD and any modifying Benefits Updates that follow.

 Adobe Acrobat .PDF icon  2013 AFTRA Retirement Plan Summary Plan Description

Several modifications and/or clarifications were made to the Retirement Plan between when the 2013 Retirement Plan SPD was printed in May 2013 and when the 2019 Retirement Plan SPD was issued in June 2019. These changes were communicated in various announcements and Benefits Updates published between those dates (listed below).

Adobe Acrobat .PDF icon  November 2017 Benefits Update
Adobe Acrobat .PDF icon  March 2015 Benefits Update
Adobe Acrobat .PDF icon  September 2014 Benefits Update
Adobe Acrobat .PDF icon  September 2013 Benefits Update
Adobe Acrobat .PDF icon  August 2013 Benefits Update
  

The 2006 Retirement Fund Summary Plan Description (SPD) and all modifying Benefits Updates are provided in the links below. Please note that this SPD is no longer effective after May 20, 2013 and is provided only for reference for claims for services provided before that date. For the current Retirement Plan benefits, refer to the current Retirement Plan SPD and any modifying Benefits Updates that follow.

         

Adobe Acrobat .PDF icon  AFTRA Retirement Plan Summary Plan Description (1/2006-5/2013)

Several modifications and/or clarifications were made to the Retirement Plan between when the 2006 Retirement Plan SPD was printed in January 2006 and when the 2013 Retirement Plan SPD was issued in May 2013. These changes were communicated in various announcements and Benefits Updates published between those dates (listed below).

Adobe Acrobat .PDF icon  September 2010 Benefits Update
Adobe Acrobat .PDF icon  November 2009 Benefits Update
Adobe Acrobat .PDF icon  April 2009 Benefits Update
Adobe Acrobat .PDF icon  July 2007 Benefits Update

 

Adobe Acrobat .PDF icon Note to View .PDF Files
The best way to print the forms is to download them as PDF files. To open the PDF file you will need Adobe Acrobat Reader which is available free.