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 and accounts for plan assets, exercising no discretion. Disbursements are completed quickly and professionally, including periodic and recurring payments with federal and state tax withholding’s.

 

Paying Agent

Disbursements are completed quickly and professionally, including periodic and recurring payments with federal and state tax withholdings.

 

Unitization Services

  • Employer Securities
  • Fund-of-Funds
  • Managed Portfolios

Benefit Trust’s sophisticated capabilities support unitized funds. Utilizing a multi-currency accounting system, Benefit Trust accommodates virtually any type of marketable security. An investment advisor can create one or a series of fund-of-funds, or customized portfolios to be used within a plan investment lineup.

Collective Investment Trusts

  • Sponsor and Discretionary Trustee
  • CUSIP / NSCC Trading

Benefit Trust sponsors Collective Investment Trusts (CITs). Each CIT employs outside investment managers. All CITs use a multi-class structure with variable expenses and are traded on multiple platforms on the NSCC.

Unitized Services
Unitized Services
Collective Investment Trusts
Collective Investment Trusts
Passport Trading Platform
Passport Trading Platform