Unions/Taft-Hartley

Your members are relying on you for their future financial needs. You need to be able to assure your members that their money is in good hands and will be there for them when they need it. Prudently managing your operating and benefit accounts is more important than ever, which is why we partner closely with our clients to understand your needs. We’ll examine both the short-term and long-term objectives and create plans that promote success while minimizing risk. Towards these ends we will

  • Administer planning and analysis that encompass cash flow, outside investments, and more
  • Provide education to your leadership and others, to clarify the financial situation and assess areas to improve it
  • Deliver actuarial report review, aligning investment strategies with demographics and funding status
  • Develop, document, and update an investment policy