Taft-Hartley Plans

I have over 15+ years experience working with Taft-Hartley Plans.  I have the ability to chose from the best in breed internal/external money managers in each asset class.  Since I don't need to sell proprietary products, I can remove some potential conflicts of interest and sit on the same side of the table as Plan Sponsors.  I help Labor clients navigate the murky waters of investing so they can focus on day-to-day activities.  I help plan sponsors act as good stewards of their plan participants.   I work closely with retirement plan accountants, counsel, actuaries and administrators. 

Taft-Hartley Plan services:

  • Review of Investment Policy Statements
  • Plan Reviews for risk, management costs and portfolio construction
  • Request for Formal Proposal, "RFP"
  • Board education on fiduciary risk, governance and best practices
  • Monthly, quarterly and annual board presentations
  • Processing pension payments
  • Reporting

If you have any questions or want to set up a consultation, contact me today to learn more.

Annual plan review scorecard

 May 20, 2022 - RBC Wealth Management

Annual plan review scorecard

Annual plan review scorecard

Plan sponsor fiduciary guide

 May 20, 2022 - RBC Wealth Management

Plan sponsor fiduciary guide

Plan sponsor fiduciary guide

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

If you'd like to discuss anything you learn about here in more detail, please fill out the form below.

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