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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
- Oct 2026
- Equity
- Article
The ChatGPT moment in transportation? Autonomous driving nears commercial inflection
- Oct 2026
- Multi-Asset
- Article
In the age of AI, better questions are the new investment edge
- Oct 2026
- Equity
- Article
Why AI’s next phase could favor investors with a global view
Explore More
- Jul 2025
- Fixed Income
Active Management
See how our strategies beat their benchmarks more often—and at a higher level—than our competitors.*
- Jul 2025
- Fixed Income
Public Pensions
Learn more about comittment to retirement outcomes of public retirement systems.
- Jul 2025
- Fixed Income
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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