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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.