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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.
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.
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.
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.
Through our strategic partnership with Exeter Trust Company, we can offer professional trust and custody services to Taft-Hartley plans.
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.
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.
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.
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.
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:
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.
Chief Distribution Officer
Senior Vice President, Taft-Hartley Services
Vice President, Taft-Hartley Services
Vice President, Institutional & Taft Hartley Services
Taft-Hartley Services Supervisor
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