The gradual increase in the percentage of green-zone plans over recent years is in part a result of successful strategies designed by multiemployer plan trustees and their investment consultants. Yet trustees still face challenges, including stringent multiemployer funding rules and evolving workforce demographics, which require specialized solutions. With the two leading multiemployer specialist firms coming together as Segal Marco Advisors, we are the preeminent consulting firm dedicated to meeting the unique investment consulting needs of Taft-Hartley funds. Serving over 400 multiemployer clients with approximately $170 billion in total assets, we have the knowledge and expertise plan sponsors need to design plan strategy.
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