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Trust and Custody Services

Streamline trust and custodial management

Streamline and automate your trust and custodial services with a single, secure platform driven by a state-of-the-art trust accounting system. With our solution, plan sponsors gain real-time access to complete, accurate information while participants benefit from features like electronic statements and signatures.

Real-time access to cash, disbursements, holdings and transactions

Manage trust and custody services for retirement plans on a single platform. Easily access information on cash, disbursements, holdings, transactions, plan statements, participant 1099s and more.

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Real-Time Access
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Plan Sponsor Access
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eStatement Options
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eSignature Features
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Secure Online Transactions
Video

ModelTool(k)it Video Overview

ModelTool(k)it is a comprehensive modeling and unitization solution for mutual fund and ETF based portfolios. Easy-to-use and efficient, ModelTool(k)it’s interface and innovative technology offers 401(k) plan professionals a resource to quickly administer and implement managed accounts. The ModelTool(k)it makes the complex model management process easier, can fill in the gaps and help you grow your business.

Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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