Taft-Hartley Plans & Investment Solutions

Dedicated teams and trusted experience to help unions achieve their goals

Taft-Hartley Overview

At PNC, we’re committed to helping you meet your union’s investment goals while letting you focus on what matters most — your members.

Unions today face their own unique set of challenges when it comes to investments, distributions, regulations and benefit plans. PNC helps unions meet those challenges by bringing decades of experience to the table in working with multiemployer benefit funds and delivering innovative solutions. 

Customized Taft-Hartley Solutions

PNC is a strategic advisor with dedicated professionals who specialize in Taft-Hartley funds. We stay on top of the latest regulatory trends and best practices for Taft-Hartley plans, and work diligently to help meet your specific return objectives — all to help you deliver for your membership.

Just as no two unions are alike, no two benefit plans are alike. That’s why we consult with you to understand your union’s unique needs, tailor a solution that fits, and provide proprietary reporting tools that can be customized to function the way that works for you and your trustees. As one of the nation’s largest financial institutions, we offer a full suite of services to help meet your needs, including deposit banking, lending and treasury management.

Our union clients turn to PNC for the proven experience of our professionals with:

  • Defined benefit plans
  • Health and welfare funds
  • Defined contribution plans
  • Apprenticeship and training funds
  • Operating assets

The Tower at PNC Plaza: Built with 100% Union Labor

We support unions not just as clients, but also as essential members of our community. Our 33-story, 800,000-square-foot headquarters in Pittsburgh, Pennsylvania, was completed in 2015. This $300 million project created approximately 2,500 temporary construction jobs with nearly 20% of the budget awarded to women- and minority-owned contractors.

By hiring skilled union members, we are proud to call “home” a LEED® Platinum building that is one of the greenest office towers in the world.

Glass skyscraper building

Soluciones de planes de jubilación

Our proven retirement plan experience can help to improve member satisfaction while reducing your organization’s risk and fiduciary responsibility.

Contribución definida

We offer customized solutions designed to improve employee outcomes while answering your primary concerns as plan fiduciary. Our dedicated professionals provide:

  • Comprehensive investment oversight
  • Value-added fiduciary support
  • Customized education strategy

Learn more about our

Beneficio definido

Our liability-centric approach to pension management provides you with the opportunity to implement de-risking strategies to address the volatility of pension plans. Our pension services include:

  • Asset liability management and reporting
  • Education for trustees
  • Custody services included

Member-Centered

Our member-centered approach allows us to adapt and tailor retirement solutions for the unique needs of Taft-Hartley organizations. More than a world-class investment provider, PNC provides your members with retirement education resources that are tailored to apprentices, journeymen or members approaching retirement — all to help them understand their benefits and prepare for retirement. It’s one way that PNC helps to confirm that your members have the financial tools they need to improve their overall financial wellness.

Outsourced Chief Investment Officer (OCIO) Solutions for Corporations

From dynamic portfolio analysis to custom cash solutions, to asset liability matching for benefit plans, PNC’s OCIO team can help you improve decision-making, gain greater financial stability and achieve your strategic goals.

Goals-Focused

Our four-step process includes identifying your goals and projections, analyzing enterprise risk, building a custom investment strategy, and implementing the solution and monitoring key metrics.

Analytics-Driven

We tailor our sophisticated suite of analytical and evaluative tools to align with the unique needs of unions. Plus, PNC provides access to original research on financial markets and the trends and issues that affect them, all to help you make informed investment decisions.

Flexible

By building a true relationship, our professionals can act quickly in response to changes in your goals and the regulatory and investing environment.

Dinámico

Our solutions are designed by integrated teams of talented specialists working in unison, including Investment Strategy, Investment Advisor Research, Portfolio Construction and Management, the Portfolio Analytics Group and the Risk Management Team.


Outsourcing your investment management to PNC can simplify your job by taking investment strategy off your plate, and reduce your fiduciary liability by delegating some or all responsibility to your PNC advisor — all of which allows you more time to focus on your members’ needs.

Más información sobre our OCIO Solutions

Liquidity and Fixed Income Management

Our suite of fixed income solutions is designed to help you reach your investment goals related to liquidity management, portfolio risk optimization and total return. Our team can craft separately managed fixed income accounts that are tailored to meet your unique objectives through PNC Capital Advisors, LLC (PCA), a registered investment advisor and wholly owned subsidiary of PNC Bank.

Rather than using a product-based approach, PCA uses a solutions-based perspective, helping you benefit from the discipline and risk-focused advice of an experienced team that delivers:

  • Liquidity solutions for pursuing yield and return goals while also managing the cadence of cash flows
  • Custom solutions that are tailored to your specific needs and objectives
  • Broad market portfolios that utilize traditional fixed income strategies and benchmark-based objectives for total return

Más información sobre our Fixed Income Solutions

Custody Solutions

With a thorough understanding of changing government regulations, PNC delivers comprehensive custody solutions to support the safekeeping of plan assets, with the flexibility to deliver services when you need them most — all through a single point of contact. And with our advanced I-Hub system, you have 24-hour online access to account information and processing, as well as instant access to all custody data.

Learn more About Our Custody Solutions

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Ideas, perspectivas y soluciones

Tome decisiones informadas y saque el máximo provecho de su empresa con perspectivas de los profesionales de PNC sobre los principales problemas financieros.

Obtener perspectivas sobre el mercado

Razones del optimismo de los directores financieros en el capital privado

De acuerdo con una encuesta de PNC, muchos directores financieros están considerando el capital privado y la propiedad privada como estrategias clave para el futuro.

Obtener perspectivas sobre el mercado

Fortalecimiento de comunidades a través de soluciones financieras creativas

Capital Multifamiliar de PNC está ayudando a crear viviendas asequibles en comunidades a lo largo y ancho de los Estados Unidos.

Mercados financieros

Observación del mercado semanal

La Observación del mercado semanal de PNC (PNC Weekly Market Watch) presenta un resumen de la actividad económica y del mercado de la semana anterior y fue diseñada para brindar la perspectiva de PNC con respecto a los acontecimientos tanto del mercado estadounidense como de los mercados internacionales.

Recursos relacionados

SOLUCIONES

Gestión de activos institucionales

In the face of today's growing complexities, the decisions you make impact your organization and its employees in ways that matter more than ever. That's why PNC combines large-scale resources with a personal commitment to help you prepare for today and tomorrow.

SERVICIOS

Finanzas públicas

PNC's Public Finance group is committed to serving the financial needs of public sector entities of all types and sizes, from state and local governments, school districts and transportation authorities to institutions of higher education and nonprofit organizations - including hospitals and healthcare institutions.

GESTIÓN DE ACTIVOS

Servicios de custodia

We pride ourselves on providing a high level of service to our clients. Our fiduciary advisors have substantial experience in the securities processing and custody business and are supported by a centralized PNC Bank Asset Servicing Clearing Operations Group.

Hablemos

Work with us today. Para obtener más información, por favor, comunícate con:

Dennis Mocarski Managing Director, Taft-Hartley Solutions Group PNC

Dennis Mocarski

Managing Director, Taft-Hartley Solutions Group PNC Institutional Asset Management®

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If you are an active, former or retired PNC employee seeking pension or other benefit information, visit the PNC Benefits Website.