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Taft-Hartley Plans

When it comes to safeguarding the hard-earned funds of your members, look to us. We help Taft-Hartley fund trustees meet their obligations every day.

We'll provide you with individual attention and service by:

  • Working with your third-party administrator
  • Coordinating with your legal counsel, auditor, actuary, investment manager and consultants
  • Addressing your unique plan challenges
  • Facilitating a seamless link between your banking, trust and custody accounts

Our dedicated, locally-based client service teams provide you with the products and services that you deserve. When you combine more than a century of experience with relationship managers who have spent an average of 21 years in the trust and custody industry, we have the expertise and solutions to meet your needs.

Learn more about how Institutional Trust & Custody can meet your needs:

Taft-Hartley Plans
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Investment Management

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