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Defined Benefit Plans

Your defined benefit plan participants and their families are depending on secure retirement benefits. We can help you maximize the value of your plan with our products, services, technology and expertise.

The advantages of our products and services designed specifically for defined benefit plans include:

  • Flexible Solutions – We have the technology and systems to help you simplify your benefit payments plan. We accommodate a wide variety of payment and deduction methods and can help you reduce expenses with built-in processes to flag uncashed checks and perform death audits.
  • Comprehensive Reporting – You can receive an ERISA reporting package for your plan that contains certain financial information you need to complete the plan's Form 5500.
  • Convenient Online Access – You can perform many of your payment-related tasks with ease online, including:
    • Querying and viewing plan information
    • Viewing, printing or downloading a variety of plan reports
    • Accessing disbursement and tax information
  • Tailored Plan Administration Support Services – We understand the critical role of meeting complex regulatory requirements, evolving needs of plan participants and the controls and functions needed for a successful benefit plan, like:
    • Timely and accurate distributions
    • Electronic payments
    • Toll-free call center support
    • Tax withholding and reporting

Learn more about how Institutional Trust & Custody can meet your needs:

Defined Benefit Plans
Benefit Payments
Trustee Services
Securities Lending
Online Tools
Investment Management

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