Taft-Hartley Plans

In addition to our deep-rooted expertise in investment management, we have developed a specialized knowledge of the requirements of the Taft-Hartley market. In choosing securities for the portfolio, we keep an eye to companies that adhere to union practices and concerns. We provide portfolio analytics, simulations, cash flow modeling and compliance reporting and we utilize a proxy voting service specific to Taft-Hartley issues. As a support of our Taft-Hartley expertise, Bartlett is a member of the International Foundation of Employee Benefit Plans (IFEBP).