Plan Sponsors Need To Know Investment Management Third Party Administration Independant 3rd Party Custody & Trust Record Keeping

 

 

Independant 3rd party Custody & Trust
  • Safeguarding of Plan Assets
  • Trading & Cashiering
  • Plan-Level Transaction Records
  • Non-Proprietary Checks-and-Balances
  • Corporate Directed Trustee Services

 

Independant 3rd Party Custody & Trust Partners Ameritrade Wilmington Trust