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.