As discretionary trustee, The Trust Company handles all aspects of your retirement plan for you and your employees. Our bundled services include investment selection and oversight, compliance, record keeping, customer service, plan design and employee advice.
Less than half of retirement plans have an outside investment fiduciary supporting their plan leaving a great deal of responsibility and liability on the shoulders of plan sponsors today. The Trust Company serve as fiduciary of plan investments which assures continuity and best practices are followed.
The Trust Company provides face-to-face support to participants for plan enrollment, investment advice, and workshops for financial wellness based on age or topic. We include employee education and advice as a part of our relationship.