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TAFT HARTLEY

FEG works with Taft-Hartley plans to protect and build investments that support the retirement of participants. For over 30 years, we have provided proactive advice and guidance on navigating the various factors impacting benefit plans. As a collaborative and holistic partner, we help design an investment program tailored to meet your unique needs and fiduciary obligations.

Our services include:

  • Establishing proper targets for strategic asset allocation to help meet plan goals
  • Identifying guidelines to benchmark risk and performance
  • Setting parameters for investment managers to adhere to plan investment objectives
  • Developing best practices for fiduciary governance to preserve plan integrity