Wealth Management

Plan Trustee

We fill the role of plan trustee, custodian and record-keeper. As non-discretionary trustee, we help you, the employer-plan-administrator, process enrollments, contributions, investment buys and sells, distributions, rollovers to the plan, and other day-to-day responsibilities. We also submit tax reports such as form 5500,1099-R (distributions) and form 945 (tax withholding on distributions).

As custodian, we take possession of the investments and handle all investment transactions such as trades and the processing of dividends. As record-keeper, we update valuations daily, and account for participant holdings and balances.

We provide quarterly participant statements and offer 24/7 online access so that participants can buy and sell investments in the plan and view their account balances, transactions, and statements.

Contact Trust & Wealth Management for more information.

Use our calculators to estimate retirement and investment options.

Personal Business Retirement

Investment Products:

* NOT A DEPOSIT * NOT FDIC INSURED * NO BANK GUARANTEE *
* NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY *
* MAY LOSE VALUE *


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