Institutional investors

Taft-Hartley plans Multi-employer plans are facing more complex challenges than ever Pension reform, funding issues, accounting reform, manager selection-these all impact your multi-employer plan and your participants. We help you meet your investment challenges Using sophisticated tools like asset/liability studies, the Russell Model Portfolio, and the Russell Road Map, our Client Service Team can help your investment committee evaluate your current retirement plan and offer strategies to help meet your objectives. We help you manage the details Are you bogged down tracking portfolios, monitoring money managers, overseeing administrative details, reviewing and implementing regulatory changes? We are here to help. Our investment options Let your investment committee employ some of the world's best managers without the potential risk and expense of conducting searches and monitoring manager performance on your own. Our plan administration Our service will help with trust and custody, performance reporting, plan accounting, and participant service needs, and provide an added layer of fiduciary support on governance issues. We help you improve results through better implementation Using innovative tools and techniques, we provide implementation services. Our techniques, including transition management, overlay services, currency management, and commission recapture are considered to be among the best practices of the industry. Access our available research:   A governance check up: How is your multi-employer plan doing? Author: B. Frick       It's not just about the return target: Mature multi-employer plans should consider their cash needs Author: B. Frick       Investment outsourcing means insourcing pension management best practices Author: J. Gelly For more information about our solutions for Taft Hartley plans please contact David or Gerry:     West Coast David Rothenberg Managing Director 866-926-5934 East Coast Gerry Lillis Director 866-459-4128 Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company. Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns. USI-8987