Taft-Hartley Plans

Taft-Hartley plans are retirement plans specially developed for union employees. Taft-Hartley plans include the contributions of a pool of employers that collectively bargain with the fund, which is managed by a board of trustees. Assets are invested with the sole benefit of the employees in mind. Small employers sometimes use Taft-Hartley plans to extend cost-effective health coverage to their employees as well. Our professionals have the expertise to assist in introductions between fund managers and Taft-Hartley boards and negotiate mutually beneficial investment agreements.