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Compliance

Plan Mergers & Acquisitions

Project Management

Whether plans are administered in-house or by a Third-Party Administrator (TPA), the Trustees' fiduciary responsibilities often require independent and objective review of plan administration and operations to guide decision-making. For example: sudden loss of primary personnel, unexpected agency audits or vendor replacements. Taft-Hartley Consulting will work with trusted plan professionals and fund office staff to ensure operational continuity in times of need.

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A group of people stand outside a building under a striped awning. The group consists mostly of men, with one woman visible. The men are dressed in casual, working-class clothing typical of the early 20th century. One man in the foreground is posing with his hand on his hip, looking confident and possibly engaged in a conversation or speech. The sign above reads 'Organized Labor,' suggesting the gathering is related to labor rights or union activity.
A group of people stand outside a building under a striped awning. The group consists mostly of men, with one woman visible. The men are dressed in casual, working-class clothing typical of the early 20th century. One man in the foreground is posing with his hand on his hip, looking confident and possibly engaged in a conversation or speech. The sign above reads 'Organized Labor,' suggesting the gathering is related to labor rights or union activity.

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Expert guidance on Taft-Hartley compliance for health and pension benefits in changing landscapes.

A cartoon illustration depicts a bulldog wearing a brown suit, labeled 'ABSURD LEVY', standing on a plank labeled 'FREE TRADE' while holding a bone labeled 'CHEAP FOOD'. The plank is over a body of water reflecting 'HIGHER WAGES MORE WORK'. The text below reads, 'The Dog (winking the other eye): I shall stick to this. It will pay me better than to trust to SHADOWY PROMISES.' The image has a red border and contains bold headings 'SUBSTANCE AND SHADOW'.
A cartoon illustration depicts a bulldog wearing a brown suit, labeled 'ABSURD LEVY', standing on a plank labeled 'FREE TRADE' while holding a bone labeled 'CHEAP FOOD'. The plank is over a body of water reflecting 'HIGHER WAGES MORE WORK'. The text below reads, 'The Dog (winking the other eye): I shall stick to this. It will pay me better than to trust to SHADOWY PROMISES.' The image has a red border and contains bold headings 'SUBSTANCE AND SHADOW'.
Plan Mergers & Acquisitions

Objective oversight, tracking, and reporting of plan mergers and acquisitions.

Project Management

Tailored project management designed to meet client objectives, ensuring efficient process and effective outcomes.

Regulatory Compliance Support

Comprehensive support for navigating the complex regulatory environment affecting Taft-Hartley welfare, defined benefit and defined contribution plans.

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Reach out for expert solutions on Taft-Hartley compliance issues.

A historical black and white photograph featuring a group of men in suits and hats standing beside a window of a building. The window displays signage for the Walsenburg Branch I.U. 220 of the Industrial Workers of the World (I.W.W.), with visible damage such as cracks and a hole. A sign in the window says 'Now is vacation time, live larger.' The figures in the photo look towards the camera with serious expressions. Below the window, a brick wall is visible, with rubble on the ground.
A historical black and white photograph featuring a group of men in suits and hats standing beside a window of a building. The window displays signage for the Walsenburg Branch I.U. 220 of the Industrial Workers of the World (I.W.W.), with visible damage such as cracks and a hole. A sign in the window says 'Now is vacation time, live larger.' The figures in the photo look towards the camera with serious expressions. Below the window, a brick wall is visible, with rubble on the ground.
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Expertise in Taft-Hartley compliance and benefits.

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