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Pension Information

Pension Information
The Pension Department handles all administrative aspects of the retirement programs administered by the Trust Fund Office for members and retirees


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The Pension Department

The Pension Department handles all administrative aspects of the retirement programs administered by the Trust Fund Office for members and retirees.  This includes the UFCW-Northern California Employers Joint Pension Plan, the UFCW Pharmacists, Clerks and Drug Employers Pension Trust, the Retail Clerks Specialty Stores Pension Plan, and the UFCW-Northern California Food Employers Joint Individual Account Pension Plan.  The Individual Account Pension Plan is a defined contribution plan, while the others are defined benefit plans.

The Pension Department consists of several major departmental units:

  • Pension Phone Unit
  • Pension Correspondence Unit
  • Pension Analyst Unit
  • Individual Account Plan Unit.

The Pension Department handles member/retiree phone calls, various written requests including benefit inquiries, retirement plan applications and Individual Account Pension Plan applications.

The Pension Department responds to approximately 75,000 phone calls, 1,200 benefit inquiries, and 4,800 retirement and individual account plan applications each year.

The Pension Department also is responsible for ensuring that the retirement plans meet all federal and state requirements, and that they are in compliance with all Department of Labor and Internal Revenue Service rules and regulations.

Contact Info

The Pension DepartmentThe Pension Phone Unit handles incoming phone calls between the hours of 7:30 and 5:30 p.m. PT. As you approach retirement, Pension Analysts are available to help you through the retirement process. You can schedule an appointment at the Walnut Creek Trust Fund office to discuss your retirement planning so that the Trust Fund can prepare your records and have the necessary information at the time of your appointment. We suggest you contact the Trust Fund Office six months prior to your expected retirement date.

To Schedule an appointment, please call (800) 552-2400, Ext. 7717. Current hours for appointments are Monday through Friday, 9:00 a.m. to 3:30 p.m. (except holidays). The Pension Department is located in the Trust Fund Office in Walnut Creek, CA. Our address is 1277 Treat Boulevard, 10th Floor, Walnut Creek, CA 94597.


Hours of Operation:

Contact Information:

Office Hours: 8:30am – 4:30pm PT,
Monday – Friday

Telephone: (800) 552-2400

Phone Hours: 7:30am – 5:30pm PT,
Monday – Friday

Fax: (925) 746-7552