Trust & Custodial Services
We offer comprehensive trust and custodial services that provide an integrated solution to increase efficiency in managing your plan.
- One source for data submission
- Streamlined system for payroll reconciliation
- Consolidated contribution and distribution services
- Single point of contact for retirement plan and trust services
Our technology provides the key components for a plan’s trust and custodial needs.
- Form 1099-R processing
- Limited-scope audit support for plans with more than 100 participants
- Daily account reconciliation
- Tax withholding and filing
As always, we welcome every opportunity to assist you.
Email 
800-478-3232 M-F, 8:00 a.m.-5:00 p.m.