Full service retirement plan design, administration, and recordkeeping.
With over 40 years of experience in the retirement industry, and 20 years servicing Taft-Hartley plans, we have developed a seamless approach to Benefits Management and Plan Design, allowing us to tailor our services to meet the unique needs of over 600 clients across the country.
Fully Bundled or Unbundled Employee Benefits Solutions for the People that Matter Most to Your Company.
We specialize in comprehensive retirement plan solutions, offering end-to-end design, administration, and recordkeeping services tailored to both corporate and Taft-Hartley plans. Services include:
- Complete Plan Design and Document Preparation
- Administration and Recordkeeping
- Custodial Services
- Investment performance and Statistical Reports
- Regulatory Compliance Full Fiduciary Services
- Employee Communication and Education
Corporate Retirement Plans
With FHT you can expect concierge customer service, diligent management, and compliance, supported by transparent recordkeeping. Our expert advisors guide participants and employers, ensuring informed decisions and successful outcomes.
- 401(k), 403(b), and 457 Deferred Compensation Plans
- Defined Contribution and Defined Benefit Plans
- Multiple Employer Plans
- Individual Retirement Accounts
Taft-Hartley Plans
Defined Contribution retirement plan negotiated by Unions for the benefit of their members and Employer. FHT provides full services as the TPA – working with Union on contribution types and contribution formulas at negotiation, onboarding Employers, and providing customer service to Members from initial enrollment, payroll and plan questions, trading and ending with distributions.
- Members have ONE retirement plan for those who work under multiple service contracts/employers
- Fiduciary responsibility is Board of Trustees, not the adopting Employer nor the Union
- Employers do not have a withdrawal liability, do not need to perform administration/compliance testing, and do not bear cost of Plan.
- Union pride, consistency and continuity
