Taft-Hartley Plans

RHI offers Supervisory Investment Services to Taft-Hartley Plans:

When a Taft-Hartley Plan retains RHI, full fiduciary responsibility is accepted for the daily monitoring of the Trusts total investment portfolio.

Services Include:

• Identifying key Plan considerations such as future cash flow needs
• Developing and gaining committee/trustee approval of asset allocation policies
• Accepting discretionary responsibility
• Monitoring the Plan's total investment portfolio on a daily basis
• Manager of Manager Portfolio
• Investment Policy Design and Review
• Four-Factor Manager Evaluation System
• Diversification and Sub-Sector Weighting within Various Asset Classes
• Evaluation of Domestic and International Investment Management Organizations
• Investment Manager Selection
• Master Trustee and Custodian Analysis 

Daily monitoring and the acceptance of discretionary responsibility are the key differences between Supervisory Investment Services and a traditional consulting model. RHI's daily monitoring approach ensures proper oversight of a Trusts investment program and timely, professional, and effective management of the Trusts assets.