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Taft Hartley Plans: Plan Services


A Taft Hartley plan is a type of retirement plan developed for union employees. With this type of a retirement plan, many different employers collectively agree to contribute to their contractors/members’ retirement plans.

We understand that Taft-Hartley plans have unique requirements, and we have a highly-trained staff that is dedicated and specialized in this division.

We make it easy for your Trustees and the administrative office to manage your retirement plan, whether it’s a Defined Benefit or Defined Contribution plan.

Delivering a broad range of services
We take a holistic approach to help reduce your administrative burden, so you can be more strategic. This includes:

Combine your plan services together to obtain relevant information and offer suggestions quickly.Plan Sponsor Services

Our wide range of services, include:

  • A dedicated team of retirement specialists familiar with unique needs of Taft-Hartley retirement plans.
  • Timely, accurate service on one of the largest end-to-end retirement technology platforms
  • A guarantee that our service will meet your expectations. If you are unhappy with a specific service we provide, just tell us. We promise to fix the problem to your satisfaction. If we're unable to do so, we'll waive the fee paid for that service.

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Offer employees an array of solutions to meet their changing priorities.Member Services

Educating and communicating with union members is critical. We drive that process by offering customized services that are unique to the needs and objectives of your members, including:

  • Customized communication and education programs
  • Easy-to-read statements that can be customized with Union logos, messages from your Trustees and Educational articles.
  • 24-hour access to account information through a secure Web site to make changes to account information or access a variety of planning tools and calculators
  • Toll-free, interactive voice response system to retrieve account information or talk to a retirement specialist if they need assistance
  • Quarterly magazine sent to a members to inform and inspire them to take full advantage of your retirement plan

Additional options

The following services help make it easier for members to learn about and save for retirement:

  • Lifecycle investment options
  • Principal Managed Account ProgramSM[1]
  • Investment allocation tools
  • Financial seminars
  • One-on-one member meetings

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Help members learn more about investments so they can save for retirement by using our investment services.Investment Services

We have a disciplined, long-term investment philosophy that can complement your objectives. Our investment goals strive to:

  • Earn long-term investment results that are superior to market returns
  • Limit investment risk to a level appropriate for retirement plans
  • Keep investment expenses low

Assisting you and your members with planning and investing needs

  • Members can choose from a wide selection of investment options to match their investing goals.
  • We offer a variety of sub-advisors to our investment options.
  • We offer asset allocation tools to members such as lifecycle investment options and the Principal Managed Account ProgramSM to simplify the decision making process.
  • You'll have a representative that focuses on the unique needs of institutional clients, specifically contributions allocated to investment options for Taft-Hartley retirement plans.

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The investment advice provided through the Principal Managed Account Program is provided by Ibbotson Associates. Access to the advice and securities and advisory products are offered through Princor Financial Services Corporation, 1.800.547.7754. Princor is a member of the Principal Financial Group, Des Moines, Iowa, 50392. To obtain a copy of Ibbotson Associates disclosure brochure or the Princor Financial Services Corporation Disclosure Brochure and Privacy Notice, visit or call 1.800.547.7754 and speak to a retirement specialist.

Before investing in mutual funds, investors should carefully consider the investment objectives, risks, charges and expenses of the funds. This and other information is contained in the free prospectus, which can be obtained from your local representative or by contacting us at 1.800.547.7754. Please read the prospectus carefully before investing.

The value of the investment options will fluctuate so that when redeemed, shares or units may be worth more or less than the original cost.

No investment strategy, such as asset allocation or diversification, can guarantee a profit or protect against loss in periods of declining values.

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Need more information?

Get an overview of Taft Hartley services.
(PDF: 105K)

Get an overview of Taft Harley Services.

Have a question? Call us at 1.800.986.3343

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