July 19, 2023
B.J. Levy to serve as a Union Trustee of the AFM-EPF
We are pleased to announce the appointment of B.J. Levy to serve as a Union Trustee of the AFM-EPF effective August 1, 2023.
B.J. Levy was elected as President of the Chicago Federation of Musicians, Local 10-208 (CFM) in December of 2022. Prior to that, he served six years as Secretary-Treasurer, three years as Administrator of the CFM Employers’ Welfare Fund, and nine years as a member of the Board of Directors.
Appointment Letter
B.J. Levy Resume
July 19, 2023
Stephanie O'Keefe to serve as a Union Trustee of the AFM-EPF
We are pleased to announce the appointment of Stephanie O'Keefe to serve as a Union Trustee of the AFM-EPF effective August 1, 2023.
Stephanie O'Keefe is currently serving in her second term as President of AFM Local 47, in Los Angeles. Ms. O'Keefe also serves as a Vice President of the Los Angeles County Federation of Labor, co-chair of the AFM Local 47 Musicians Health and Welfare Trust, as a member of the Western Council of the Entertainment Community Fund, and on the Verdugo Workforce Development Board.
Appointment Letter
Stephanie O'Keefe Resume
May 4, 2023
Tom Calderaro to serve as a Union Trustee of the AFM-EPF
We are pleased to announce the appointment of Tom Calderaro to serve as a Union Trustee of the AFM-EPF effective June 1, 2023.
Tom has spent decades in the music industry working in music preparation on hundreds of television and motion picture films. He has been active with Local 47, in the Recording Musicians Association, and with the Federation, including as a musician liaison to the oversight committee of Film Musicians Secondary Markets Fund.
Appointment Letter
Tom Calderaro Resume
March 17, 2021
AFM-EPF Withdraws MPRA Application
Proposed benefit reductions will not be implemented
Today, the AFM-EPF Trustees met to review an actuarial analysis of the pension relief provisions in the American Rescue Plan Act (ARPA), and
they decided to withdraw the Plan’s application to reduce benefits under the Multiemployer Pension Reform Act (MPRA). The U.S. Department of the Treasury has been notified of the decision.
As a result, there will be no MPRA benefit reductions. Please disregard the “Notice of a Proposed Reduction of Your Pension Benefit” that you received in January 2021.
March 10, 2021
Congress Passes Multiemployer Pension Relief Legislation
President Biden is expected to sign bill into law this week
Today, the House of Representatives passed the American Rescue Plan Act of 2021, which includes the Butch Lewis Emergency Pension Plan Relief Act of 2021. This is fantastic news for AFM-EPF participants. This legislation is intended to pay for all Plan benefits over the next 30 years, without the need for benefit reductions. President Biden is expected to sign it into law this week.
We never would have achieved this important victory without the combined efforts of so many participants, unions, employers and multiemployers pension plans. Thank you for all of the emails, calls and other ways that you made your voice heard with your elected officials over the past few years.
The Trustees will meet next week to review an actuarial analysis of the legislation's impact on the AFM-EPF. As we have said previously,
if this analysis confirms that the legislation will provide the intended financial relief to our Pension Plan, the Trustees plan to withdraw the MPRA application. This action would cancel the benefit reductions that are proposed in the application.
February 12, 2021
Marc Sandman to serve as an Employer Trustee of the AFM-EP Fund
We are pleased to announce the appointment of Marc Sandman to serve as an Employer Trustee of the AFM-EP Fund effective March 15, 2021. Marc has many years of experience as a labor relations executive and labor attorney. He also has served as a trustee of large multiemployer pension plans in the entertainment industry, including two SAG-AFTRA plans, the DGA plan and the WGA plan.
Appointment Letter
Marc Sandman Resume
January 28, 2021
The Fund Office has been notified by our bank that the U.S. Postal Service is experiencing significant delays throughout their network due to the COVID-19 pandemic that has resulted in extremely high increase in volume and facility closures. This means January payments were delayed in some areas across the U.S. and they expect the same for February, which may also delay the receipt of tax forms and February payments. Despite Postal Service delays, we can still help you get the information you need.
Get Your 1099-R Tax Form Online Without Waiting
The good news is that your 1099-R tax form is ready online right now. To get your 1099-R tax form (and other AFM-EPF communications) without waiting for mail, here’s what you do:
- Register on this site if you haven’t already.
- On the "Document Delivery Options" page, select "Deliver documents to me via e-mail".
- You are now set up to receive all AFM-EPF communications via email. Documents tailored especially for you (for example, 1099-R tax form or historical copies of your Annual Covered Earnings Report) are posted in your personal portal.
If you ever change your mind, you can revert back to paper at any time by clicking
Contact Us on the website or email
PensionSupport@afmepf.org.
Sign Up for Direct Deposit
You can also by-pass Postal Service slowness issues by completing this
Direct Deposit form. Instead of potentially waiting for your pension check to arrive, your benefit payment is deposited by the first business day of each month. Easy to follow instructions are on the back of the form.
Advantages of Online Fund Services
While setting up these online services can be faster and more convenient for you, they are also:
- More secure because the information is delivered directly from the Fund to you (or your bank in the case of Direct Deposit).
- Avoids the COVID exposure for you and any service providers managing the printing process and postal service delivery
- Saves the Fund money in printing costs and postage costs
- Environmentally friendly (save a tree!)
While we can’t control the Postal Service operations’ speed, we can make sure you have other ways to get what you need (payments, tax forms and communication) from the Fund. We encourage you to take advantage of these important services so you can skip right over the slowness problems at the Postal Service.
January 7, 2021
Martha Hyde to serve as a Union Trustee of the AFM-EP Fund
We are pleased to announce the appointment of Martha Hyde to serve as a Union Trustee of the AFM-EP Fund
effective February 9, 2021. Martha has many years of experience as a professional musician
performing in the orchestras as a Broadway and symphonic musician. She also has extensive experience
representing professional musicians in those workplaces spending more than 25 years as a Trustee of the Local 802 Musicians Health Fund.
Appointment Letter
Martha Hyde Resume