Corporate/Executive Services

We believe that "pre-packaged" services are not in your best interest. Benefit Trust understands the need for customized solutions to meet the demands of highly sophisticated clients. Beginning with a robust customized benefit and retirement plan solution, and including investment management and Reinsurance Trust (PORC), Benefit Trust offers one of a kind services with the high-touch, personalized service you demand.

Benefit Trust Organization
  • Qualified Retirement Plans
  • Non-Qualified Retirement Plans
  • Self-directed Plans
If you want to minimize your fiduciary liability, and still provide a meaningful benefit to your employees, then you need the flexibility and confidence of a retirement and benefit plan specialist. Benefit Trust helps you create a customized, unique plan that offers a significant benefit to your employees.
Benefit Trust is an exclusive ERISA service provider offering full trustee services with a single minded focus on your plan's success.
  • Independent Decision Making
  • Flexible Service Levels
  • Collective Investment Trusts
When you work with Benefit Trust Company, you can choose from three levels of investment service, depending on your interest level in actively managing your account. We select and monitor a variety of investment options that take into account the requirements of your plan and your employee base, while addressing the full range of investment styles and market segments. Benefit Trust also sponsors and serves as discretionary trustee for collective investment trusts which provide cost efficient access to professional money managers.
  • Level One - Managed Portfolio
  • Level Two - Daily Platform
  • Level Three - IDA
  • Trustee & Custodial Services
  • Daily Transaction Processing
  • Flexible Investment Platform
Benefit Trust helps you meet the statutory or regulatory requirements for your producer-owned reinsurance company (PORC) with a reinsurance trust. Reinsurance trusts are becoming the preferred alternative to letters of credit as a simple and cost-effective alternative. Unlike a letter of credit, the trust does not need to be renewed or renegotiated on an annual basis. Assets are held in trust in order to meet the payment obligations of the service contracts or warranties.
Comprehensive Fiduciary Services
Benefit Trust Company is dedicated to providing comprehensive solutions to banks, trust companies, private businesses, and public entities. We help each of our clients to develop and manage the right program for their own customers, whether it’s a benefit plan, trust program, or GASB initiative. By doing this, we help our clients to not only become more profitable, but also to alleviate the fiduciary and legal risks of managing these programs.
Our specialties include:
  • Benefit plans
  • Investments
  • GASB compliance
  • Outsourcing and custody services