Trust Account Services
Retirement Plans
T Bank serves as custodian for more than 600 individual retirement plans processing over 40,000 contributions per year. We will work directly with your recordkeeper and payroll processor to facilitate a smooth operation of the plan.
Our plan services include processing of participant distributions, tax withholding, and 1099R filings on behalf of the plan.
In addition to supporting the plan services, T Bank has appropriate investment management solutions. From active management, mutual funds, and index allocations, T Bank provides sound investment models for retirement plans.
If you have your own investment manager, we can work directly with them to provide custody and reporting services. Investment performance can be included in the plan account statement.
Investment Management
T Bank has an investment service to meet your needs. We have relationships with investment managers with positive long term performance records. We will work with you to develop your investment profile and then an investment strategy tailored to your needs.
Our services also include mutual fund allocations using low cost funds. These funds are more broadly diversified than most mutual funds which reduces risk.
Index and ETF funds provide market returns with lower costs. We can show you our managed Index portfolio that can provide a diversified allocation of indexes and ETFs that will work for you.
All of these investment solutions are available to our clients whether you are an Individual, Business, Retirement Plan, or Individual Retirement Account.
Personal Trust Services
T Bank works with clients all over the United States in providing personal trust services. If you need a centralized custodian or trustee, a corporate fiduciary to work with your investment manager and accountant, T Bank is your bank. Online services will be provided to all parties that you authorize.
The three “C”s are how to best describe T Bank’s personal trust services – Communication, Coordination, and Cooperation are central to T Bank’s PTS.
Contact us at trust-support@tbank.com or call a T Bank Trust Officer for more account features and details at 972-720-9045.
