Trust Account Services
Qualified Plan Wealth and Investment Services
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.
As with all of our investment services, client account assets are held in custody at major institutional custodians which include US Bank and Fidelity Investments. Cash pending investment may be held in the bank from time to time. Those funds are fully insured by the FDIC.
Retirement plan services include processing of plan contributions, plan distributions, tax withholding, and 1099R reporting to the participant and IRS.
In addition to supporting qualified plans, T Bank has appropriate investment management solutions from active management, mutual funds, collective investment funds, and index allocations. T Bank has investment models developed for qualified 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.
T Bank manages collective investment funds for use of qualified plans. The funds are advised by III to I Financial Management Research. The managers of the funds include the following: Greenfield Seitz, Yacktman Asset Management, The London Company, River Road Asset Management, Pacific Investment Management Company, Guggenheim Investment Management, Frontier Investment Management, International Value Advisors, FPA Crescent, Aston Double Line, and 12th Street Asset Management.
The asset types our managers cover include: large cap growth, large cap value, small/mid cap, international, fixed income, high yield, flexible allocations, and alternative asset. Models are available to your plan to take advantage of an appropriate allocation to the different asset types.
Click here to see more information: Fund Fact Sheets
For more information on how T Bank can work with your advisor or how you can use our investment services, please contact us at firstname.lastname@example.org or call 972-720-9045.
Investment products including: stocks, bonds, mutual funds, UITs, variable life, annuities and life insurance are:
- Not FDIC insured
- Not guaranteed by T Bank
- Not an obligation or deposit of T Bank
- May involve investment risk, including the possible loss of principal amount invested.