Taft-Hartley Plan Resources

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The multiemployer climate has never been more complicated, making it harder than ever to manage plan risks. Since the passage of ERISA, numerous pieces of legislation and economic events have created challenges for multiemployer pension and health benefit funds.

CBIZ Retirement Plan Services’ knowledgeable and client-oriented professionals can assist you in navigating your fund through this unique environment. We work with trustees, employers and labor unions to ensure these risks are understood, and we share how these risks are impacted by plan changes, market fluctuations and demographic shifts. Our time-tested approach makes us a recognized leader in the multiemployer industry as we continually provide exceptional service to trustees, employers and labor unions with clear results.

In contrast to the complex multiemployer climate, our approach is straightforward and effective.

  • We are committed to the multiemployer industry.
  • We provide timely service and independent advice.
  • We discuss complex fund issues in a clear, concise manner.
  • We work efficiently by relying on decades of experience and effectively implementing technology.
  • We support and develop our professionals.


CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. (NYSE Listed: CBZ) market investment advisory, investment management, third party administration, actuarial and other retirement plan services. Investments, investment advisory and investment management services offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.  Investment advisory and investment management services may also be offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.

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