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Taft-Hartley

Our Clients Come First in Everything We Do

NEPC is a champion of America’s Taft-Hartley defined benefit plans. As fiduciaries, our primary goal is to provide independent investment advice to safeguard the retirement benefits of members and their families and to ensure the ongoing success of employers’ contributions.

The members of our dedicated Taft-Hartley team have spent most of their careers serving Taft-Hartley plans and clients. They have been instrumental in creating investment strategies with best-in-class managers that are aligned with our clients’ priorities.

We are not just investment consultants; we are invested in our clients’ success with many of our dedicated Taft-Hartley team members coming from families with ties to labor or management of collectively-bargained plans.

This is what we bring to the table:

  • Our proactive philosophy and dynamic asset allocation modeling for Taft-Hartley clients are centered around sensitivity to the funding criteria of the PPA, risk management, liability awareness and total return objectives.
  • Our low client-per-consultant ratio allows each of our Taft-Hartley professionals to offer a boutique consulting experience within the umbrella of NEPC’s large research and asset allocation capabilities.
  • Our 97% retention rate1 over the long term with our Taft-Hartley clients is testament to the quality of our work.
  • We currently serve over 50 Taft-Hartley clients and have over $40 billion in assets under advisement.2

1. Ten year annual average through 12/31/2017

2. Client statistics as of 9/30/2018

John M. Elliot

Partner

How we help our clients

Taft-Hartley plans are facing more investment and regulatory challenges than ever before. We know your goal is to improve benefits, keep your members working and deliver on the retirement promise. Our team’s deep roots in Labor allow us to fully understand the unique challenges you face and invest your programs to meet your goals.

Find out how we can help you

Contact Us