CORPORATE RETIREMENT
Are you frustrated by the time your company spends dealing with 401(k) or other retirement plan complexities?
The Trust Company of Tennessee removes the hassle so companies can focus on what they do best.

People are the driving force of your company’s success. Let’s take care of your people’s future for everyone’s peace of mind.
The Trust Company of Tennessee can handle all aspects or certain parts of your retirement plan for you and your employees, based on your unique needs:
- Bundled services include discretionary advisory services, recordkeeping and administrative services provided in-house.
- Advisory & Administration includes both discretionary advisory services and administrative services, while another provider manages recordkeeping.
- Advisory includes advisory services, while recordkeeping and administration are provided by one or more separate providers.

We can help you identify third-party resources.
Less than half of retirement plans have an outside investment fiduciary supporting the plan, which leaves a great deal of responsibility and liability on the shoulders of plan sponsors. The Trust Company of Tennessee serves as a 3(38) fiduciary of plan investments, which allows your company to delegate investment liability and provides peace of mind that decisions are made in the best interest of your plan.
Corporate retirement clients receive:
- Face-to-face support to participants for plan enrollment
- Investment advice
- Workshops for financial wellness based on age or topic
- Employee education and advice
RETIREMENT PLAN ACADEMY

Build your knowledge of retirement plan topics through concise sessions that offer advice and best practices. Retirement Plan Academy is available for free to all plan sponsors.
RECORDKEEPING & ADMINISTRATION
Critical functions of corporate retirement plans, such as recordkeeping and administration, require dedicated specialists who perform multiple duties to protect both plan sponsors and participants. Maintaining accuracy, compliance, transactions, reporting and more, our recordkeeping and administration professionals can provide these services as part of your company’s plan.

RESOURCES

Adam Davies, CFA®, RPA

Zach Hurst, CFP®, AIF®

Kevin S. Fillers, C(k)P®, CRPS®, CPFA®, NQPCTM

Samantha Lord

Tracey Smith

Matt Zaczyk, RPA


