Taft-Hartley

From 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.

We currently have over 50 Taft-Hartley retainer clients with over $40 billion in assets, which is a significant area of concentration and pride for our firm. Our nine Taft-Hartley consultants have spent virtually their entire careers working with Taft-Hartley plans and have an average of 19 years’ experience.