Taft-Hartley

Recommendations are tailored for Taft-Hartley pension and benefit plans. These plans are governed by the Employee Retirement Income Security Act (ERISA), which enumerates rules under which pension fund assets must be managed and invested. Additionally, the Taft-Hartley Policy is informed by the AFL-CIO proxy voting guidelines, which put special emphasis on labor-union relations and worker’s rights. The Policy is also generally aligned with market-standard governance and socially responsible business practices.