Through Ascensus Trust
, we offer comprehensive trust and custodial services that provide an integrated solution to simplify and increase efficiency in managing your plan and its assets.
- One source for data submission
- Streamlined system for payroll reconciliation
- Consolidated contribution and distribution services
- Single point of contact for retirement plan and trust services
Our technology provides the key components for a plan’s trust and custody needs.
- Form 1099-R processing
- Limited-scope audit support for plans with more than 100 participants
- Daily account reconciliation
- Tax withholding and filing