A framework for evaluating your Taft-Hartley plan
Does your Taft-Hartley plan make it easy for members to build and manage their retirement savings? Six considerations for your next plan review.
Taft-Hartley retirement plans
John Hancock offers the experience, capabilities, and support you need for a successful union-sponsored defined contribution plan.
Committed to America’s labor unions and the retirement programs that help make them stronger
We understand that helping union members save for retirement is a unique proposition—involving many employers, cyclical employment, ever-changing regulations, and a mobile workforce. By helping members and plan trustees deal with these challenges, we offer an exceptional track record in Taft-Hartley defined contribution (DC) plans.
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25+ years of experience helping to make Taft-Hartley DC plans work
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99% retention rate¹ for Taft-Hartley plans
A deeply focused approach
Our people and processes are fully tuned to the goals and needs of Taft-Hartley clients.
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A fully dedicated Taft-Hartley team with firsthand knowledge of the union market
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A proprietary Taft-Hartley recordkeeping system
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A dedicated Taft-Hartley call center based in North America
The power of partnership
We take a true team approach to servicing your plan that includes the financial professionals and benefits consultant your union relies on for guidance and support.
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A plan design and services tailored to the unique needs and geography of your union and membership
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A relationship and client service manager to help you make informed decisions about your plan
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Fiduciary services and formalized governance to help optimize your retirement program
An engaging experience for members
We provide personalized support throughout the participant experience to help your members take advantage of the power of their retirement plan.
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Education and communications designed specifically for Taft-Hartley plan participants—with Spanish language capabilities
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A collaboratively designed experience based on your plan’s structure and your members’ retirement and financial wellness needs
Related viewpoints
Two questions to answer when evaluating your Taft-Hartley retirement plan expenses
Taft-Hartley plan sponsors should understand the importance of evaluating how retirement plan expenses are paid.
Five questions to ask when choosing Taft-Hartley retirement plan recordkeeper
As a Taft-Hartley plan sponsor, ERISA requires that you follow a prudent process when selecting service providers—which includes evaluating service, performance, and cost. Make sure you ask these five key questions in your recordkeeper selection process.
Important disclosures
1 John Hancock internal sources as of 12/31/21.
