Taft-Hartley Solutions

Let us put our experience to work for you

At Manning & Napier, our strong and long-standing relationships in the Taft-Hartley community have played a key role in our success. With a dedicated sales and service team, value-add member services, and relationships dating back more than four decades, we are a true partner to our Taft-Hartley clients.

Learn more about our services

Our team is here to answer any questions you may have. Contact us if you would like to learn more about the value-add member services we offer our Taft-Hartley partners.

Financial Health & Education Services

As a client of Manning & Napier, you can expect a service staff that knows their marketplace, including those opportunities and challenges unique to organized labor.

Trustee & Member Education

We offer one-on-one and group meetings as well as a number of webinars. Popular topics include investment policy development, fiduciary issues, investment basics, market commentary, and unique member topics.

Trust & Custody Services

Through our strategic partnership with Exeter Trust Company, we can offer professional trust and custody services to Taft-Hartley plans.

Active & Flexible Portfolio Management

No single asset mix is likely to be appropriate in all market environments. We use an active allocation process to position assets to meet the often-conflicting goals of long-term capital growth and stability.

Custom Plan Analytics

We can work in conjunction with a plan's Actuary to understand the relationship between the plan's assets and liabilities and the resulting risk exposures in the current market environment and apply various scenarios to plan assets in order to determine what impact market events could have on the plan.

Taft-Hartley Benefit Plan Solutions

Whether it is a defined benefit, defined contribution, health and welfare plan, or some combination of the three, our experienced Taft-Hartley Service Team can help build an investment solution that works best for you.

Equity Products

  • International Equity
  • Global Equity
  • Quality Equity
  • Disciplined Value
  • Real Estate

Fixed Income Products

  • Taxable Fixed Income
  • Tax-Exempt Fixed Income
  • Global Fixed Income

Multi-Asset Class Products

  • Age-Based
  • Risk-Based
  • Income-Focused
  • ETF-Based

Thought Leadership

We provide concise and timely reporting, annual client seminars, in-depth white papers, and speaking engagements on topics that are of special interest to the Taft-Hartley market.

Request a copy of our dedicated Taft-Hartley publication, Foundations

We’re excited to announce the release of our sixth edition of Foundations, an annual publication that covers a variety of retirement & financial planning topics that matter most to members like you. Feature articles include:

  • Unions Back on the Rise
  • Trade Talks with Shannon Tymosko
  • Infrastructure is at a Crossroad
  • ESG is not as Easy as 1-2-3

Download your copy

Trades We Service

  • Asbestos Workers
  • Boilermakers
  • Bricklayers
  • Carpenters
  • Cement & Concrete
  • Electrical Workers
  • Glaziers & Glassworkers
  • Food & Commercial Workers
  • Insulators
  • Iron Workers
  • Laborers 
  • Laundry, Dry Cleaning & Allied Workers
  • Metal Lathers
  • Nurses Associations
  • Operating Engineers
  • Painters & Tapers
  • Plasterers & Cement Masons
  • Plumbers & Pipefitters
  • Police & Firefighter Associations
  • Roofers
  • Sheet Metal Workers
  • Teamsters

The Taft-Hartley Services Team

Our dedicated Taft-Hartley Service Team brings a combined average industry tenure of 22 years and works with a variety of trade organizations throughout the United States.

  • Aaron McGreevy

    Chief Distribution Officer

  • Timothy Willis

    Senior Vice President, Taft-Hartley Services

  • Rich Cartier

    Vice President, Taft-Hartley Services

  • Donna D’Hont

    Vice President, Institutional & Taft Hartley Services

  • Jaime Mears

    Taft-Hartley Services Supervisor