Taft-Hartley Plan Solutions

A shared commitment

Solidarity of purpose. Empowering members to prepare today to enjoy a secure retirement. These are values that unions and Empower share.

With a dedicated team of associates who have extensive knowledge and experience with Taft-Hartley plans, Empower brings proven ideas and continuous innovation to you—to help you and your members get the results you expect.

At Empower, our vision is to transform the financial lives of the people we serve — helping them pursue their financial freedom, and the retirement they deserve. Our commitment has always been to serve our customers and support our communities.

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Taft-Hartley commitment

Our approach is proven to produce better results – and has led us to become the largest provider of Taft-Hartley retirement plans.

The Empower Difference

Driving Taft-Hartley retirement plan success for over 65 years

We tailor our resources to help develop the right solutions for your benefit plans. Through our multidisciplined, consultative approach, you can put our vast experience and talent to work for you.

Fiduciary advice for all that drives positive action for union members
World-class service by Taft-Hartley experts focused solely on Taft-Hartley clients
A proprietary recordkeeping system that allows us to be responsive and forward thinking
Size and scale that enables lower investment expenses which can help to meet fiduciary responsibilities

Dedicated Service

Our dedicated Taft-Hartley team is located throughout the United States and provides a high level of service to fund offices, trustees, and members across the nation.

For more than 65 years, our dedicated Taft-Hartley retirement professionals have focused solely on union clients. Together, we work closely with you and your trustees in a variety of ways, from optimizing your plan’s design to educating your diverse memberships, while helping trustees meet their fiduciary responsibilities.

Responsible Contractor Policy

We are committed to the skill and expertise of union labor and collaborate to further strengthen our partnership through our actively managed Responsible Contractor Policy, which follows the form and substance of the prior policy developed in collaboration with the Building and Construction Trades Department, AFL-CIO.

Our policy applies to all construction projects at 100% owned and occupied properties of Empower. It also includes a unique process whereby we notify Building and Construction Trades Department, AFL-CIO about any subcontracts expected to exceed $250,000, so that they can give us the names of qualified union contractors to bid on our work. No one else in our industry provides this level of transparency. In addition, our policy is one of the very few that also addresses construction lending. This policy represents a best practice on the part of construction, real estate, loan, and retirement services providers. We have a reputation for leading the development of industry best practices through collaboration.

Contact Empower to learn how we can help your members

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1 As of April 1, 2022.

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RO2800236-0323

Investing involves risk, including possible loss of principal.

Unless otherwise noted: Not a Deposit | Not FDIC Insured | Not Bank Guaranteed | Funds May Lose Value | Not Insured by Any Federal Government Agency

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC.