Sheet Metal Workers' International Association
Local Union No.73
Pension Welfare and Annuity Funds

 














The Sheet Metal Workers' Local 73 Annuity Plan is designed to supplement a participant's monthly retirement income. The Plan allows a participant the ability to self-direct their annuity contributions into investment alternatives of their own choosing. As of May 31, 2007 the Plan had over 3,700 participants with account balances of over $132 million.

The Annuity Plan is financed entirely by employer contributions and investment income. The contributions that are made on your behalf by a contributing employer, and the investment income that is earned on these contributions, are not taxable to you as income until you begin making withdrawals from your account.

Annuity Trustees
Annuity Plan Document
Overview of Investment Options
Fidelity Investment Options
How to Select Your Investment Options

What is SMW 73 Stable Value Fund?
Information Regarding Hardship Loans
Annuity Plan Summary Annual Report
Annuity Plan Frequently Asked Questions
Annuity Staff

 

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