Our dedicated advisors have extensive experience in multi-employer benefit trusts, spending the majority of their careers serving Taft-Hartley clients and plans.
As a trusted steward of your capital, our primary goal is to preserve the retirement benefits of members and their families, and to ensure the ongoing success of your contributions.
96%
Taft-Hartley retention rate*
51
Taft-Hartley clients
$46B
assets under advisement
We combine our proactive and prudent investment philosophy with dynamic asset allocation modelling, while also staying mindful of the funding criteria of the Pension Protection Act of 2006 (PPA), and managing risks, liabilities and total return objectives.
*Ten-year annual average through 12/31/2024
Meet Our Team
Our work with Taft-Hartley clients includes safeguarding benefits, improving the effectiveness of contribution dollars, helping solidify union market share, and helping you deliver on the retirement promise.
John Elliot
Partner, Team Leader of the Taft-Hartley Practice
Get in Touch
Interested in learning more about NEPC and our investment solutions? Contact us.
Contact Us