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Taft-Hartley Plans
We have been building meaningful relationships with Taft-Hartley plans for over 35 years and currently manage retirement-related assets for more than 100 multi-employer plans.1 Our team aims to provide tailored investment solutions that evolve and adapt to the needs of the plans and members over time.
Explore our insights
Oct 2025
THE ANGLE
Interview with Sarah Friar, CFO of OpenAI
Recent viewpoints and outlooks
Jul 2025
GLOBAL FIXED INCOME
Ahead of the Curve
Nov 2025
Global Asset Allocation Viewpoints
Nov 2025
In the Loop
Global Markets Weekly Update
Explore More
Active Management
See how our strategies beat their benchmarks more often—and at a higher level—than our competitors.*
Public Pensions
Learn more about comittment to retirement outcomes of public retirement systems.
Making the Benefit Connection
In this series of white papers, we explore how DB plan access should impact sponsor decisions related to DC plan glide path evaluation.
Contact our Taft-Hartley Plans team
Our team of relationship managers, located across the U.S., along with the firm’s deep bench of investment talent, are committed to helping multi-employer plans meet their retirement objectives. Contact us if you have questions or would like more information.
1Taft-Hartley plan experience and multi-employer plans data from June 24, 2024
*Ten-year periods, rolling monthly, over the last 20 years ended 12/31/23.
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