Taft-Hartley Investment Options

Wide Range of Investment Options and Vehicles
We can replicate a plan’s existing core fund and allow trustees to retain control of the core fund’s overall investment strategy. This can help ease the transition and provides a similar investment option for members who don’t want to move their accounts to a different investment type.

In addition, we provide access to the MainStay Fund Funds^* and have strategic alliances with over 30 leading investment managers. We also have a Portfolios Asset Allocation Program that allows you to create custom-built asset allocation models.