Taft-Hartley Benefit Plans

Helping fiduciaries manage complex multi-employer plans.

Ulrich 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 that appropriate fiduciary standards are established and followed.

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.

Services include:

  • Fiduciary Advisory
  • Outsourced CIO
  • Spending Policy Analysis and Development
  • Investment Policy Development
  • Asset Allocation
  • Investment Manager – Due Diligence and Selection
  • Ongoing Monitoring
  • Comprehensive Performance Reporting including Fee Benchmarking