Taft-Hartley Funds

SRZ provides advice and assistance regarding day-to-day plan compliance issues, fiduciary responsibility and prohibited transaction issues, plan investment issues and withdrawal liability issues. We also actively assist multiemployer clients, such as private equity funds, with their merger activities.

SRZ is often retained by the employer trustees of Taft-Hartley funds to serve as counsel to such funds. We advise these trustees with respect to their fiduciary responsibilities; reporting and disclosure issues; participation, vesting, funding and benefit accrual issues; prohibited transactions; plan mergers and terminations; withdrawal liability; delinquency collections; and all other legal issues that arise.