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Participant Call Center (all benefits): 1-855-433-2981

We Make It Easy To Stay Compliant With ERISA

Working with The Contractors Plan relieves you of the burden of worrying about compliance with the Employee Retirement Income Security Act (ERISA). We continuously monitor the law and regulations from the Department of Labor to make sure your retirement and health plans are up to date. The Contractors Plan also provides required disclosures for our clients, including:

  • Qualified Default Investment Alternative (QDIA) notices
  • Summary Plan Description (SPD)
  • Summary Material Modification (SMM)
  • Summary Annual Reports (SAR)

Fiduciary Protection.

The Contractors Plan partners with LeafHouse Financial, a 3(38) investment manager, to select the investments offered in the plan, providing you with investment fiduciary protection. ERISA Smart, a leader in ERISA risk management, serves as the directed trustee.

Ready to see how The Contractors Plan can help you?