Taft-Hartley
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Why Taft-Hartley plans are important in today’s labor market
Offering a competitive Taft-Hartley plan can play an important role in helping unions attract and retain skilled tradespeople. Find out why.
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10 reasons to consider leaving your retirement savings in your union plan
Some members leave their money in their union-sponsored retirement plan when they retire or leave their union for another reason. Is this the right choice for you? To help you decide, here are some potential reasons to consider staying in your plan.
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What’s the difference between multiemployer and multiple employer plans?
Not to be confused with multiple employer plans, multiemployer plans help union workers overcome one of the biggest challenges they face when saving for retirement. Find out what it is.
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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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