Taft-Hartley
Download GlossyFrom pension reform to a dynamic market environment, the various factors impacting today’s Taft-Hartley benefit plans make asset allocation, manager selection, and performance measurement more crucial than ever. Our proactive philosophy and asset allocation modeling for Taft-Hartley clients are centered on a sensitivity to the funding criteria of PPA, risk management, scenario analysis, liability awareness and total return. Along with our client-focus, rigorous manager due diligence and research capabilities, and ability to work with more sophisticated investment concepts, our forward thinking process assists our Taft-Hartley clients in meeting their needs and goals.
NEPC’s Taft-Hartley clients are evaluated in comparison to the largest Taft-Hartley Fund performance measurement universe in the industry. We currently service more than 50 Taft-Hartley retainer clients with over $28 billion in assets, which accounts for 20% of NEPC’s client base and is a significant area of concentration and pride for our firm. Our five Taft-Hartley consultants have spent virtually their entire careers working with Taft-Hartley plans and have an average of 20 years’ experience.
