Taft-Hartley Plans


For over 15 years, Core Management Resources Group has been administering Taft-Hartley Plans. We offer a full range of Third Party Administration and Consulting services needed to effectively service Taft-Hartley plans that include:

  • Plan Design, Implementation and On-Going Management
  • Health and Welfare Plan Administration and Claim Processing
  • Defined Benefit Pension Administration
  • Defined Contribution Retirement Plan Administration
  • Vacation Fund Administration
  • Employer Contribution Processing
  • Delinquency Management
  • Determination of Participant Eligibility for Plan Benefits
  • Dollar and/or Hour Bank Administration
  • Calculation and Maintenance of Accumulated Benefits by Participant
  • Providing full financial statements and accounting services
  • Compliance with Government Reporting Requirements 

We recognize that each Plan is different and needs a specialized approach. This is why our Taft-Hartley staff works closely with the Plan's Trustees and Plan Professionals to ensure that all of a Plan's unique characteristics are identified and effectively addressed. In addition, members of our experienced Taft-Hartley staff are assigned to service a specific Plan's Participants. Since our systems are developed and maintained in-house, they are easily tailored to meet the special requirements of a particular Plan.

We also recognize that Taft-Hartley Plan benefits are vital to participants and their families. We are totally committed to providing them with personal service that quickly and accurately addresses their questions and concerns. The entire Core team, including management staff, is actively involved on a daily basis to provide the resources required to meet the service needs of participants.

   



 
 
 

Taft-Hartley Plans


For over 15 years, Core Management Resources Group has been administering Taft-Hartley Plans. We offer a full range of Third Party Administration and Consulting services needed to effectively service Taft-Hartley plans that include:

  • Plan Design, Implementation and On-Going Management
  • Health and Welfare Plan Administration and Claim Processing
  • Defined Benefit Pension Administration
  • Defined Contribution Retirement Plan Administration
  • Vacation Fund Administration
  • Employer Contribution Processing
  • Delinquency Management
  • Determination of Participant Eligibility for Plan Benefits
  • Dollar and/or Hour Bank Administration
  • Calculation and Maintenance of Accumulated Benefits by Participant
  • Providing full financial statements and accounting services
  • Compliance with Government Reporting Requirements 

We recognize that each Plan is different and needs a specialized approach. This is why our Taft-Hartley staff works closely with the Plan's Trustees and Plan Professionals to ensure that all of a Plan's unique characteristics are identified and effectively addressed. In addition, members of our experienced Taft-Hartley staff are assigned to service a specific Plan's Participants. Since our systems are developed and maintained in-house, they are easily tailored to meet the special requirements of a particular Plan.

We also recognize that Taft-Hartley Plan benefits are vital to participants and their families. We are totally committed to providing them with personal service that quickly and accurately addresses their questions and concerns. The entire Core team, including management staff, is actively involved on a daily basis to provide the resources required to meet the service needs of participants.