Utah Carpenters Plans

An Operational Review was recently completed for three Building Trades Unions' Pension, Health, and 401(k) Plans located in Utah. The Review covered the Plans' investments programs, administrative operations and an evaluation of the professional service providers. This was a particularly interesting assignment due to substantial recent changes in the number of signatory employers and active participants. The final report provided 94 pages of comments and conclusions resulting in 109 recommendations which were adopted by the Board of Trustees.