Retirement Plan Services

Many businesses find that a retirement plan is an attractive benefit to offer employees. At The Trust Company, we can help you decide which type of plan will best meet the needs of your business, while also meeting the needs of your employees.

Our retirement plan specialist is a credentialed member of the National Association of Plan Advisors (NAPA) and holds the Certified Plan Financial Advisor (CPFA) designation. He will analyze your retirement plan budget, employee profile, and other factors to come up with an affordable, attractive solution. And once your plan is established, he will meet with your employees to educate them about this benefit, and the opportunity they now have to prepare for their own future.

So whether you choose pension and profit-sharing, 401(k), Roth 401(k), SEP, SIMPLE, or traditional, rollover, stretch-out or Roth IRAs, you can rest assured that we will help you find the best match for your business. Please contact us to get started.

401(k) Managed Portfolios

The Trust Company’s asset allocation strategies and proprietary research process take the mystery out of investing. Participants select a risk-based portfolio and have their account professionally managed.

The Trust Company provides six managed portfolios tailored for distinct risk tolerances, which offer plan participants:

  • Immediate diversification
  • Exposure to key asset classes
  • Professionally managed investments
  • Simplified investment decisions
  • Automatic re-balancing
  • Tactical investment decisions

The Trust Company’s managed portfolios are listed below. Please click on the name for detailed portfolio information:

Managed Portfolios & Line-Up

The above portfolios became effective in December 2016.  Should you have questions about your current line-up/options, please contact Todd Chyba at The Trust Company.

Disclosure

This page provides information on the standard set of managed portfolios offered by The Trust Company. At the level of individual accounts, certain variation may exist due to a variety of external or client-driven factors. For information on the year-to-date personalized rate of return applicable to your account, please see your participant statements.