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New York Life has been helping union plans and their members with planning for retirement for over 40 years. As a premier provider of multi-employer retirement services, our services include bundled 401(k) products for both member and trustee-directed plan and bundled defined benefit plans, including:

A wide range of investment options and vehicles

We employ a true open architecture investment philosophy, which allows our clients access to thousands of funds from hundreds of fund families. In addition, New York Life Investments is one of the largest and most established investment managers of multi-employer benefit plan assets in the country. Our in-house investment management capabilities include some of the highest regarded asset managers: MainStay, Epoch Investment Partners, MacKay Shields LLC, and Madison Square Investors.

A knowledgeable and experienced service team

When you partner with New York Life, you not only gain a provider, you gain a team. Our plan architects, investment education experts, and client service representatives are at your call. Our expertise and attention to detail are well recognized in the industry, enabling us to deliver the highest level of service to our Taft-Hartley clients. Our Taft-Hartley clients have awarded us with a 100% highly satisfied rating in a recent client survey.1

1. Anova Client Survey rating (12/09)

Powerful state-of-the-art technology

Our award-winning proprietary systems fully integrate account management, client services, and participant transactions. We offer websites for both the fund office and for plan members to allow access to current plan and account information 24/7. Both platforms were recognized in a survey by PLANSPONSOR magazine for providing high quality technology and Internet services.2

2. PLANSPONSOR magazine survey (12/09)

© 2012 New York Life Investment Management LLC. All rights reserved.