Marquette Associates Login People Expertise Services Research About Contact Expertise Home › Expertise › Taft-Hartley Taft-Hartley Marquette Associates serves more than 110 Taft-Hartley clients with over $80 billion in assets as of September 30, 2021 — from million-dollar locals to multi-billion dollar internationals. Our Taft-Hartley clients benefit from over 30 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 CONTENT 07.22.2021 | Greg Leonberger, FSA, EA, MAAA 2021 Halftime Market Insights Video This video features an in-depth analysis of the first half of 2021, reviewing general themes from the second quarter and… Read the full article > 03.30.2021 | Aimee O’Connor, CFP®, Lauren Cellucci, CIMA®, Colleen Flannery Retirement Basics Video Series This video series is intended for plan sponsors and fiduciaries and covers a variety of topics related to creating and… Read the full article > 01.06.2021 Linsey Schoemehl Payne Speaking at KORIED Plan Sponsor Virtual Educational Institute 1/20 On Wednesday, January 20th, Linsey Schoemehl Payne will be speaking at KORIED’s Plan Sponsor Virtual Educational Institute,… Read the full article > 12.16.2019 Target Date Funds Education Featured in Benefits Magazine Marquette research was featured in the December 2019 edition of Benefits Magazine. The article, To or Through: Evaluating TDF Glide Paths,… Read the full article > 06.04.2019 2019 Investment Symposium Friday, October 4, 2019 8:00 AM -… Read the full article > 01.08.2020 Alternatives 101 Video Series Our Alternatives 101 video series covers each of the major alternatives asset classes, with guidance provided by several of Marquette’s… Read the full article > 09.20.2018 2018 Investment Symposium Friday, September 28, 2018 8:00 AM – 2:00 PM Marquette clients –… Read the full article > 10.07.2019 3Q 2019 Market Briefing Live Webinar – Thursday, October 24, 2019 – 1:00-2:00 PM CT Please… Read the full article > 08.18.2018 Jeremy Zirin speaking at Midwest Institutional Real Estate Investor Forum 10/17 On Wednesday, October 17, Jeremy Zirin, CAIA, will be speaking at the 3rd Annual Midwest Institutional Real Estate Investor… Read the full article > 08.30.2019 Investing 101 Video Series Our Investing 101 video series covers the fundamentals of investing. This series aims to create a knowledge base for trustees,… Read the full article > FEATURED EXPERTS Previous Miguel Zarate | Chief Operating Officer, Managing Director Miguel serves as Marquette's chief operating officer and leads the firm's Taft-Hartley practice area. Get to know Miguel Meet the Team Next Subscribe to Research Email Alerts Subscribe © 2021 Marquette Associates. All Rights Reserved. Terms of Use Privacy Policy & Disclosure Documents Environmental Policy Chicago 180 North LaSalle Street Suite 3500 Chicago, Illinois 60601 Tel: 312.527.5500 Fax: 312.527.9064 Baltimore 1312 Bellona Avenue Suite 300 Lutherville, Maryland 21093 Tel: 410.825.0444 Fax: 410.825.1777 Milwaukee 735 N. Water Street Suite 1440 Milwaukee, WI 53202 Tel: 414.209.3290 Philadelphia 600 Willowbrook Lane Suite 610 West Chester, PA 19382 Tel: 610.719.0300 Fax: 610.719.8345 St. Louis 12412 Powerscourt Drive Suite 240 St. Louis, Missouri 63131 Tel: 314.822.4444 Fax: 314.822.4401