Corporate/Executive > Customized Benefit & Retirement Plans
Customized Benefit Plans
Benefit Trust Organization
Benefit Trust's benefit plan services helps our customers meet statutory and regulatory requirements.
Our Service Suite
Benefit Trust provides a full array of custom services to manage your Plan including:
  • Trustee Services: We assume fiduciary responsibility for Plan investment and activities
  • Custodian Services: We provide safekeeping, processing and accounting of all Plan assets
  • Trust Administration: We provide ministerial duties including tax reporting
Our benefit plans are comprehensively managed and serviced allowing you to focus on what you do best
Comprehensive Management So You Can Manage Your Business
Comprehensive Management
Investment Choice: We provide investment choice through a true open architecture process.
Investment Monitoring: Our investment monitoring is objective with no financial incentive
Employee Communications: Employees are provided customized and ongoing communication regarding plan options and investments.
Custodial Services: We safekeep all plan assets allowing us to provide accurate, certified & timely reporting.
Qualified Retirement Plans
Profit-Sharing Plan - A great way to reward your employees for the company's success. You choose how much to contribute, based on a discretionary funding method.
401(k) - An industry standard in retirement planning. Employees elect to contribute a portion of their salary on a pre-tax basis. You may choose to match employee deferrals, but are not required to do so.
Money Purchase Pension Plan - A great investment in the future of your employees. Your contribution is stated in the plan document, and the same percentage contribution is required each year.
ESOP - Employee stock ownership plan (ESOP) - An excellent combination of a stock purchase plan and a retirement savings program. An employer-funded retirement savings program that invests wholly (or substantially) in your company stock.
Defined Benefit Plan - The opportunity to offer your employees the security of a guaranteed income at retirement. Contributions are estimated from an annual calculation, based on the overall benefits to each plan participant.
Non-Qualified Retirement Plans
Non-qualified, deferred compensation plans are uniquely designed to meet the retirement income needs of key personnel, while avoiding the usual administrative and regulatory burdens associated with qualified retirement plans.
Benefit Trust Company can help you explore whether this is the right option for your business.
Self-Directed Plans
Benefit Trust offers IDAs to plan participants. Each participant is provided a separate trust account, where they may choose to invest their account using funds screened by Benefit Trust or other investments of their choice. They may also utilize the services of their designed investment manager.