Local 138 Annuity Fund Status

Annuity Fund

April 04, 2022
Understanding the volatility of the current investment market is a matter that the Trustees of the Local 138 Annuity Fund take very seriously.  The Trustees have the responsibility of monitoring the Fund’s investment performance and meet regularly with their professionals to ensure that the Fund is operating efficiently, with the goal of maintaining a positive return on investment while safeguarding the Fund from the risks associated with investing for the purpose of short-term gains.