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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 fifth 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:
- Finding the Silver Lining
- Trade Talks with Aaron Hilger
- Turning Back the Clock
- Controlling Your Controllable
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.
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Aaron McGreevy
Managing Director, Institutional & Intermediary Sales
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Timothy Willis
Senior Vice President, Taft-Hartley Services
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Rich Cartier
Vice President, Taft-Hartley Services
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Steve Hanks
Vice President, Taft-Hartley Services
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Donna D’Hont
Vice President, Institutional & Taft Hartley Services
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Sarah Mayne
Vice President, Institutional & Taft Hartley Services
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Jaime Mears
Taft-Hartley Services Supervisor