Complete employee benefit distribution support

  • 24/7 online access to payment information, reporting capabilities and online participant tax forms 
  • Daily lump-sum and off-cycle payment processing, as well as periodic processing 
  • Timely and accurate distributions as electronic payments (ACH) or checks 
  • Optional toll-free hotline to answer participant questions 24 hours a day, Monday through Friday 
  • Federal and state tax withholding, annual tax form production and TEFRA mailing, annual IRS tax filings and all required state filings 
  • Monthly unclaimed property and death audit reports 
  • Direct data feeds to actuarial firms

Get in touch

Karl Wilson
National Sales Manager
Institutional Trust and Custody
karl.wilson@usbank.com
866-681-5052

Meet the U.S. Bank Pensioner Portal

Innovative technology enables a secure experience for employees to view their benefits dashboard. The dashboard provides year-to-date payment information, upcoming payments and tax information.

Get in touch

Contact an expert
Call 877-734-8761
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Disclosures

Read the Shareholders Rights Directive II – U.S. Bank Pricing Disclosure.

Investment products and services are:

Not a Deposit • Not FDIC Insured • May Lose Value • Not Bank Guaranteed • Not Insured by any Federal Government Agency

Deposit products are offered by U.S. Bank National Association. Member FDIC.

The information included on these pages is for your information and is not intended as legal, accounting or tax advice. U.S. Bank and its representatives do not provide legal, accounting and/or tax advice. Clients are encouraged to contact their legal, accounting and/or tax advisor regarding their particular situation. While the information is intended to be accurate, neither U.S. Bank Investment Services nor the publisher accepts responsibility for relying on the information provided.