Taft-Hartley Plans

RHI offers Supervisory Investment Services to Taft-Hartley Plans:

When a Taft-Hartley Plan retains RHI, full fiduciary responsibility is accepted for the daily monitoring of the Trusts total investment portfolio.

Services Include:

  • Identifying key Plan considerations such as future cash flow needs
  • Developing and gaining committee/trustee approval of asset allocation policies
  • Accepting discretionary responsibility
  • Monitoring the Plan’s total investment portfolio on a daily basis
  • Manager of Manager Portfolio
  • Investment Policy Design and Review
  • Four-Factor Manager Evaluation System
  • Diversification and Sub-Sector Weighting within Various Asset Classes
  • Evaluation of Domestic, International and Alternative Investment Management Organizations
  • Investment Manager Selection
  • Master Trustee and Custodian Analysis

Daily monitoring and the acceptance of discretionary responsibility are the key differences between Supervisory Investment Services and a traditional consulting model. RHI’s daily monitoring approach ensures proper oversight of a Trusts investment program and timely, professional, and effective management of the Trusts assets.