Taft-Hartley Benefit Plans
Helping fiduciaries manage complex multi-employer plans.
Ulrich Investment Consultants has considerable experience dealing with the unique needs of Taft-Hartley benefit plans. Our service offering is based on a process that provides guidance to plan trustees to ensure appropriate fiduciary standards are established and followed. Ulrich is not affiliated with any investment manager, custodian or brokerage firm. We offer what trustees need: A trusted ally free from potential conflicts of interest; deep institutional resources through our partners, including Callan Associates; and a superior reputation for integrity and unparalleled client service.
The Ulrich team has become well known for its ability to provide solutions to a variety of difficult problems and issues that may arise with respect to custody, administration, and investment of Taft-Hartley plan assets, including health and welfare funds, defined contribution and defined benefit plans. We work closely with other service providers to ensure that all facets of the plan are working in the most efficient manner possible.