Taft-Hartley
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How do you budget with an inconsistent income?
If you’re a gig worker, entrepreneur, or salesperson, or you work in a trade, you probably know how hard it can be to make a budget with your income changing from week to week. But the right budgeting can help with achieving your goals. Here are some tips to keep your finances in order when your income varies.
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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.
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How to take a Taft-Hartley plan from trustee to member directed
Member-directed Taft-Hartley DC plans offer members more investment autonomy and plan sponsors potentially less fiduciary risk. If you’re thinking of making the change from a trustee-directed DC plan to a member-directed one, you’ll likely need to start by adopting a daily valued plan design.
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Is your child considering trade school? Tap into your 529
If your child is considering educational opportunities outside of the traditional college degree, you may be able to use tax-free distributions from your 529 account to pay for your student’s qualified educational expenses.
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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.
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Five questions to ask when choosing a 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.
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Getting the most from your union retirement plan
Your union-sponsored retirement plan is a critical tool in helping you save for retirement—so take the time to understand what it offers and how to make the most of it.
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Unions and Taft-Hartley retirement plans show their value in tough times
The COVID-19 pandemic has brought an era of constant change. Initial concern about market volatility in the early days of the pandemic in the United States gave way as concern about illness and job security took over. Since the CARES Act took effect, retirement plan participants have had access to some temporary financial relief. We took a look at our Taft-Hartley retirement plan participants to see what actions union members are taking amid the uncertainty.
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Are Taft-Hartley plans subject to ERISA?
How to determine if your Taft-Hartley plan is covered by ERISA, and why it matters.
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Taft-Hartley tips: adding a 401(k) plan and its tools
More than 6 in 10 union members are behind in saving for retirement, and it may be because they don’t have all the tools they need. That’s where a 401(k) plan can help.
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