Keeping pace with changing retirement plan rules and regulations is a time-consuming, complex task. Our trustee services support all the fiduciary aspects of your plan, freeing you to focus on your business.

U.S. Bank has more than 100 years of trust experience and has earned a reputation for excellence in trustee services. Our trustee services help complete the composition of your retirement plan through:

• Prototype plan documents - or the ability to accept your customized plan document
• Custody of plan assets
• Reporting
• Selected compliance testing

To contact an Institutional Trust & Custody representative, email us or call 1-866-681-5052.