Allotta Farley has experienced attorneys who can help clients with the specialized needs of Taft-Hartley plans and multiemployer plans, including pension, health and welfare, and apprenticeship trust funds. Our attorneys advise the funds they represent on complex issues including:

  • Special rules and exemptions from ERISA “prohibited transaction” and similar rules for Taft-Hartley plans
  • Fiduciary responsibility issues
  • Specialized application and exemptions from nondiscrimination testing
  • Pension Protection Act funding issues, including funding improvement and rehabilitation plans
  • Withdrawal liability issues
  • Requirements for employee status of participants in certain Taft-Hartley plans (such as pension and health plans)
  • Joint management by employer and union representatives
  • Resolution of trustee disputes
  • Legal limitations on Trustee appointment methods
  • Delinquent employer audits and collection actions

Our attorneys are also experienced in handling common benefits-related matters, including:

  • Claims processing
  • QDRO processing
  • Contracts with all service providers
  • Monitoring of plan expenses
  • Review of plan communications
  • Legal compliance and plan amendments
  • Plan design and benefit improvement issues
  • Legal issues related to plan investments and investment managers
  • Delinquency-collection policies and procedures

Over the past 30 years, Allotta Farley has expanded its Taft-Hartley and multiemployer benefit plan practice across the state of Ohio. Our extensive involvement in the benefit and Taft-Hartley areas throughout the country allows us to keep on top of all developments affecting our clients. Also, our relationship with the International Foundation of Employee Benefit Plans and the National Coordinating Committee for Multiemployer Plans enables us to provide our clients with exceptional opportunities for communicating with other similarly situated entities, as well as offering educational opportunities and access to federal and state governmental agencies.