Taft-Hartley Administration Overview - A&I Benefit Plan Administrators, Inc.

Legal Disclaimer

A&I has been administering Taft-Hartley groups since 1954. With 50 years of service in multiple different industries, we've got what it takes to service the benefit plan administration needs of today's labor unions. We provide a level of premium service that is unmatched in our industry and to this day continue to provide services to our very first client.

Our dedication to providing premium quality service to Taft-Hartley groups has been proven time and again with our investment in new technologies and the on-going training and education of our staff. Our office is represented by the OPEIU Local 11 and we have several employees who have been with the company 10, 15, even 20+ years.

Our complete line of services includes (but is not limited to):

Health & Welfare Administration
Defined Benefit/Defined Contribution Pension Administration
Vacation Trust Administration
Reciprocity Administration
Employer Contribution Collection
Delinquency Management
Reserve Dollar and Hour Bank Administration
QDRO Processing
Trust Meeting Coordination
Trust Handbook Maintenance
New Trustee Orientation
Full Financial Statements and Accounting Services
Government Reporting
Annual Pension Verification Process with Retirees

We are structured to give our clients close, personal service and easy access to the team members servicing their plan. Our service teams are trained on the specifics of each of the plans that they are assigned to work with and we pay close attention to the details. In our environment, the owners and executive management are highly involved in many of the day-to-day operations and serve as a resource to both the client and the consultant.

Each of our groups is also assigned a Trust Administrator that works closely with the Trustees and plan professionals to ensure coordination of efforts and overall success of the Trust. The Trust Administrator also works very closely with the entire A&I service team to ensure services are delivered timely, accurately, and in accordance with the service agreement.

1220 SW Morrison Street, Suite 300 | Portland, OR 97205 | 503.224.0048 Voice | 503.228.0149 Fax | info@aibpa.com