Our Trustee Services

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Basic Services

We provide:

• Regular transaction reports
• Easy access to bank accounts for 24 hour viewing.
• Timely payments to insurance carriers
• Timely claims processing
• Contribution and deposit update reports

Audit Support

We professionally compile data which greatly increases the ease of annual audits for large employee plans.

Premium Services

We offer additional consulting and support for clients who require our expertise on larger plans.