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Taft-Hartley Plans & Investment Solutions

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help unions achieve their goals

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Taft-Hartley Overview

At PNC, we’re committed to helping you meet your union’s investment goals while letting you focus on what matters most —  your members.

Unions today face their own unique set of challenges when it comes to investments, distributions, regulations and benefit plans. PNC helps unions meet those challenges by bringing decades of experience to the table in working with multiemployer benefit funds and delivering innovative solutions. That includes the AFL-CIO Building Investment Trust (BIT), a bank collective fund offered to tax-qualified plans and retirement plans with union member beneficiaries. Through the BIT, PNC may be able to offer the opportunity to invest indirectly in commercial real estate.

Customized Taft-Hartley Solutions

PNC is a strategic advisor with dedicated professionals who specialize in Taft-Hartley funds. We stay on top of the latest regulatory trends and best practices for Taft-Hartley plans, and work diligently to help meet your specific return objectives — all to help you deliver for your membership.

Just as no two unions are alike, no two benefit plans are alike. That’s why we consult with you to understand your union’s unique needs, tailor a solution that fits, and provide proprietary reporting tools that can be customized to function the way that works for you and your trustees. As one of the nation’s largest financial institutions, we offer a full suite of services to help meet your needs, including deposit banking, lending and treasury management.

Our union clients turn to PNC for the proven experience of our professionals with:

  • Defined benefit plans
  • Health and welfare funds
  • Defined contribution plans
  • Apprenticeship and training funds
  • Operating assets

The Tower at PNC Plaza: Built with 100% Union Labor


We support unions not just as clients, but also as essential members of our community. Our 33-story, 800,000-square-foot headquarters in Pittsburgh, Pennsylvania, was completed in 2015. This $300 million project created approximately 2,500 temporary construction jobs with nearly 20% of the budget awarded to women- and minority-owned contractors.

By hiring skilled union members, we are proud to call “home” a LEED® Platinum building that is one of the greenest office towers in the world.

Retirement Plan Solutions

Our proven retirement plan experience can help to improve member satisfaction while reducing your organization’s risk and fiduciary responsibility.

Defined Contribution

We offer customized solutions designed to improve employee outcomes while answering your primary concerns as plan fiduciary. Our dedicated professionals provide:

  • Comprehensive investment oversight
  • Value-added fiduciary support
  • Customized education strategy

Learn more about our retirement plan solutions »

Defined Benefit

Our liability-centric approach to pension management provides you with the opportunity to implement de-risking strategies to address the volatility of pension plans. Our pension services include:

  • Asset liability management and reporting
  • Education for trustees
  • Custody services included


Our member-centered approach allows us to adapt and tailor retirement solutions for the unique needs of Taft-Hartley organizations. More than a world-class investment provider, PNC provides your members with retirement education resources that are tailored to apprentices, journeymen or members approaching retirement — all to help them understand their benefits and prepare for retirement. It’s one way that PNC helps to confirm that your members have the financial tools they need to improve their overall financial wellness.

Outsourced Chief Investment Officer (OCIO) Solutions

From dynamic portfolio analysis to custom cash solutions, to asset liability matching for benefit plans, PNC’s OCIO team can help you improve decision-making, gain greater financial stability and achieve your strategic goals.


Our four-step process includes identifying your goals and projections, analyzing enterprise risk, building a custom investment strategy, and implementing the solution and monitoring key metrics.


By building a true relationship, our professionals can act quickly in response to changes in your goals and the regulatory and investing environment.


We tailor our sophisticated suite of analytical and evaluative tools to align with the unique needs of unions. Plus, PNC provides access to original research on financial markets and the trends and issues that affect them, all to help you make informed investment decisions.


Our solutions are designed by integrated teams of talented specialists working in unison, including Investment Strategy, Investment Advisor Research, Portfolio Construction and Management, the Portfolio Analytics Group and the Risk Management Team.

Outsourcing your investment management to PNC can simplify your job by taking investment strategy off your plate, and reduce your fiduciary liability by delegating some or all responsibility to your PNC advisor — all of which allows you more time to focus on your members’ needs.

Learn more about our OCIO solutions »

Liquidity and Fixed Income Management

Our suite of fixed income solutions is designed to help you reach your investment goals related to liquidity management, portfolio risk optimization and total return. Our team can craft separately managed fixed income accounts that are tailored to meet your unique objectives through PNC Capital Advisors, LLC (PCA), a registered investment advisor and wholly owned subsidiary of PNC Bank.

Rather than using a product-based approach, PCA uses a solutions-based perspective, helping you benefit from the discipline and risk-focused advice of an experienced team that delivers:

  • Liquidity solutions for pursuing yield and return goals while also managing the cadence of cash flows
  • Custom solutions that are tailored to your specific needs and objectives
  • Broad market portfolios that utilize traditional fixed income strategies and benchmark-based objectives for total return

Learn more about our fixed income solutions »

Custody Solutions

With a thorough understanding of changing government regulations, PNC delivers comprehensive custody solutions to support the safekeeping of plan assets, with the flexibility to deliver services when you need them most — all through a single point of contact. And with our advanced I-Hub system, you have 24-hour online access to account information and processing, as well as instant access to all custody data.

Learn more about our custody solutions »



Manage Assets

Meeting Today’s Challenges with Outsourced Chief Investment Officer Solutions

Many institutional investors are searching for better ways to achieve their investment objectives while controlling risk and managing costs.

6 min read

Maximize Cash Flow

Considerations for a Successful Bank-owned Asset Manager Relationship

Does your OCIO provider’s approach align with your mission, purpose, and evolving needs?

1 min read

Manage Assets

Reminders for Plan Year-End: Key Considerations for Plan Sponsors

As the year comes to an end, there are a few tasks that should be top of mind for plan sponsors.

1 min read

Let's Talk

Work with us today. For more information, please contact:

Dennis Mocarski

Managing Director,
Taft-Hartley Solutions Group
PNC Institutional Asset Management®

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The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Institutional Asset Management® for the various discretionary and non-discretionary institutional investment, trustee, custody, consulting, and related services provided by PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and investment management activities conducted by PNC Capital Advisors, LLC, an SEC-registered investment adviser and wholly-owned subsidiary of PNC Bank. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act. 

“PNC Institutional Asset Management” is a registered mark of The PNC Financial Services Group, Inc.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.

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