In recent years, Taft-Hartley Trustees have been met with a dramatic rise in fiduciary responsibility and potential liability. Although it is vital for Trustees to maintain accountability for results, it is equally important for them to have a grasp on the necessary steps involved in reaching their goals. You don’t need to know every nuance of a Taft-Hartley plan; but it helps to have a basic understanding of asset allocation, manager selection, and performance evaluation.

DiMeo Schneider & Associates, L.L.C. advises university endowments, law firms, and corporate retirement plans in addition to Taft-Hartley funds. While some firms serve a more narrowly focused client base, our wide scope of assignments deepens our knowledge and keeps us well ahead of the curve. We are conflict-free; we don’t collect commissions or sell investments; no money managers pay to be in our database and our research efforts are focused and practical. Our goal is to improve returns or reduce risk while helping Taft-Hartley Trustees meet their fiduciary duties.

Contact Jeff Benoit, Director of Taft-Hartley Consulting, for more information.