Taft-Hartley

Marquette Associates serves more than 102 Taft-Hartley clients with over $40 billion in assets as of December 31, 2016 – from million-dollar locals to multi-billion dollar internationals. Our Taft-Hartley clients benefit from over 29 years of union experience with everything from pension reform and its effect on multi-employer pension funds to defined contribution plans. The resources of a fully credentialed actuary on staff enable Marquette to partner more closely with union actuaries to help ensure that plan liabilities and cash flows are properly reflected in investment objectives and asset allocation studies.

Taft-Hartley Investment Expertise

  • Defined benefit
  • Defined contribution
  • Annuity
  • Self insurance
  • Training
  • Vacation

Featured Experts

Miguel Zarate | Managing Partner

Miguel serves as the primary investment consultant on several relationships, with a focus on Taft-Hartley clients.

Brian Wrubel | President & CEO

The CEO and president of Marquette, Brian has been with the firm for nearly 30 years.

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >