Services for Taft-Hartley Organizations

The Commerce Trust Company began working with its first Midwestern labor organization client in 1950. More than half a century later, numerous Taft-Hartley plans have become part of our roster of satisfied clients.

This loyalty would not exist without an unwavering commitment to the special needs of Taft-Hartley plans, a thorough understanding of the issues confronting trustees as plan fiduciaries and a platform to help you address challenges, such as:

  • Diversification of plan investments
  • Securing the best possible combination of member benefits
  • Protecting and enhancing the plan’s assets in acceptable ways
  • Delivering benefits efficiently to qualifying members
  • Managing issues from benefit payments to employer collection systems
  • Controlling administrative and other expenses
  • Staying abreast of members’ changing expectations, new opportunities and regulatory requirements

Your Commerce Taft-Hartley Specialist can coordinate all Commerce services and resources — professional and technological — on your plan's behalf.

Asset management and advisory services
Customized investment programs, investment policy guidance and asset allocation strategies. Learn More >>

Custody services
Asset custody, portfolio accounting, performance analytics, account and benefits disbursement, and consolidated reporting. Learn More >>

Banking services
A full line of deposit and integrated treasury management solutions.
Learn More >>

Retirement plan services
Plan design and investment options for supplemental plans and customized education for participants. Learn More >>

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