Taft-Hartley Funds

Staff members of TMDG have more than 20 years of experience providing audit, tax and consulting services to national and local Taft-Hartley Health and Welfare, Defined Benefit and Defined Contribution Plans. Our professionals understand the unique characteristics and challenges these Plans face and have the background, resources and technology to provide best in class service.

Our services include:

• Audit and Assurance
Accounting advisory services
Assurance services
Financial Statement Audit
Payroll Audits
• Tax Services
Government Tax Reporting
Compliance with IRS and OLMS Filings
• Consulting Services
Administrative Fee Review
Claim Audits (Healthcare Claims, Define Benefit Pension Claims, Define Contribution Claims)
Cost Allocation Study
Eligibility Review
   Dependent Eligibility Audit
   Member Eligibility Audit
Litigation Support
   Expert Consulting
   Expert Witness Testimony
Risk Management
Trustee Expense Reimbursement