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Taft-Hartley Plan Administration

Client Services

PATH will assign a team of individuals to help assist in the day to day operation of the funds. Each client will be assigned a client service representative along with a senior staff liaison. PATH understands the complexity of the day to day operation of the funds and promotes 24/7 access to a PATH representative to the board of trustees.

PATH’s services include but aren’t limited to:

  • Coordination of Board of Trustee meetings
  • Preparation of all agendas and minutes of Trustee meetings
  • Meeting location coordination
  • Custodian of all Trust / Administrative records
  • Coordinate communications with all vendors, advisors and plan participants
  • Preparation of summary plan descriptions
  • Attendance at benefit fairs
  • Conduct pre-retirement seminars
  • Business agent training of plan benefits
  • On and offsite meeting coordination
  • Technical knowlege of plan designs, federal regulations and requirements
  • Coordination of financial transactions with Investment Managers
  • Scheduling enrollment of Trustees at educational seminars
  • Implementation management for new vendors selected by the Trust