Taft-Hartley Trusts

Overview

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The Wagner Law Group attorneys have been working with Taft-Hartley benefit plans since 1979, either as Fund Counsel, Independent Fiduciary, or in regulatory practice working within the Department of Labor and the PBGC. These jointly administered, collectively bargained plans cover millions of workers across the country, and we are committed to their longevity and growth. Members of labor unions pay a significant portion of their wages to these trust funds to obtain health care for themselves and their families, and to retire with dignity, often leaving survivor benefits for their loved ones.

We bring decades of experience to the practice of advising multiemployer health and welfare, pension and related plans. When in government, our attorneys were at the forefront to develop legal principles to encourage the growth and stability of multiemployer plans, to advise on the implementation of legislation, to draft regulations, guidance, and opinion letters, providing practitioner assistance, and briefing and arguing cases as a Friend of the Court. Our attorneys have served as consulting experts to multiemployer pension plans in withdrawal liability matters. We have worked with multiemployer plans in many trades and industries, including, but not limited to, transportation, operating engineers, distribution, retail grocery, communications, longshore, the building trades (including carpenters, boilermakers, electricians, bricklayers, etc.), hotel and restaurant, bakeries, entertainment, and law enforcement.

We have great depth of knowledge in the laws and regulations governing Taft-Hartley plans, including the Internal Revenue Code and ERISA, and their numerous complex updates (e.g., COBRA, HIPAA, ACA), in addition to the relevant provisions of the Social Security Act (including the Medicare provisions), securities and bankruptcy law, and the Taft-Hartley Act itself.

Our attorneys have advised a wide variety of union-affiliated pension (defined benefit and defined contribution), welfare, disability, vacation and apprenticeship plans. Our services include plan drafting and amendment, litigation, collections, and ongoing advice for daily operations, fiduciary responsibility, benefit claims, reporting and disclosure, delinquency claims, and withdrawal liability, and related arbitration or litigation, including appeals. We provide counsel on the numerous issues that present during the course of plan administration and management, such as pension funding issues, plan design, service provider contracts, investment matters, tax qualification, plan mergers and dissolution, etc.