Taft-Hartley Plans

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.