Unique Taft-Hartley Recordkeeping Needs




Unique Taft-Hartley Recordkeeping Needs

Union plans have special recordkeeping needs. Servicing these plans requires a rare proficiency and a thorough understanding of the administrative complexities associated with these unique plans. Unions may wish to customize participant statements to track hours worked as well as view plan assets by union member. Given the uniqueness of Taft-Hartley plan administration and recordkeeping, vendor capabilities should be viewed differently from standard single employer plans when performing due diligence on service providers.

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Transamerica Retirement Services

With over one billion in Multiple Employer plan assets, Transamerica Retirement Services (Transamerica) is the leading innovator for Multiple Employer Plan services. Transamerica is a well-known and respected provider with more than 70 years in the retirement services industry. Ranked as one of the top providers of retirement plans, Transamerica services over 15,000 plans and more than 770,000 individual participants with over $16.0 billion in plan assets under management.

Contact James Kais by phone at (866) 393-8967 x2436 or by email at James.kais@transamerica.com

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Guest

Jim Kais
VP of Special Markets, Transamerica Retirement Services
Jim is the Vice President of Special Markets. He covers the entire United States working with Transamerica’s Regional Vice Presidents and their advisors/brokers to locate and close Multiple Employer Plan (MEP) business. He has been in the retirement services and human resources outsourcing business for nearly 16 years and has presented at the Boston Mid-size Pension Conference, and at various Human Resource Symposiums on fiduciary risk management and retirement plan design. Prior to joining Transamerica Retirement Services Jim served as the Vice President of Client Service for the Northeast Region of ADP TotalSource, a national PEO and subsidiary of ADP, Inc. He has also served as Vice President of Client Services at Merrill Lynch Retirement Group. He holds a Bachelor of Science in Economics and Business Administration from Ursinus College in Pennsylvania, and resides in Central New Jersey.


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