Institutional
Our primary function is to protect and serve your financial interests, as the trustee and/or custodian of qualified and non-qualified plan assets. We provide optimal flexibility in customized plans for all your needs, including mutual fund trading, unitized portfolios to collective investment trusts. Benefit Trust partners with you to develop a customized solution in an ever-evolving market. Benefit Trust has years of experience servicing clients in multiple industries including Asset Owners, Asset Managers, Recordkeepers, TPAs and Insurance Companies.
Core Services:
Directed Trustee Services
As the directed trustee, Benefit Trust holds legal title to the assets held in trust.
Custodial Services
As custodian, we safe-keep accounts for plan assets, exercising no discretion. Disbursements are completed quickly and professionally, including periodic and recurring payments with federal and state tax withholding.
Paying Agent
Disbursements are completed quickly and professionally, including periodic and recurring payments with federal and state tax withholdings.
