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RETIREMENT PLAN SERVICES

Trust Group

Our Trust Group has been providing personal trust, asset management, retirement plan services, corporate trust, and custody services since 1949, and today we oversee and are responsible for approximately $7 billion.

Retirement Plan Services

In addition to providing trust, investment management, asset management, and custodial services for a variety of clients, from personal to institutional, we also offer comprehensive Retirement Plan Services, which includes investment management services and administrative functions for corporate and individual retirement plans, as well as custodial services for assets held in the plans.  Our specific offerings include:

• Types of plans serviced/administered
• Profit sharing/Money purchase
• 401(k), 403(b)
• Defined benefit (pension)
• Deferred compensation
• Rabbi trust
• Asset allocation modeling
• Distributions
• Lump sum
• Monthly
• Rollovers
• Enrollment meetings (both group and individual)
• Loan servicing

Recordkeeping, consulting, and compliance services, as well as management of assets, are all important components of quality retirement plans, and we excel in all areas.  Plan sponsors benefit from offering retirement plans to their employees, with the assurance that all aspects of their plans are handled by knowledgeable experts.

As Trustee, we’re responsible for day-to-day plan administration that can include handling enrollment meetings, contributions, distributions, and asset allocation modeling.  We also work with plan sponsors to ensure that their plans are in compliance with DOL (Department of Labor), SEC, and IRS regulations. The custodial services we provide enable participants to play an active role in managing their accounts.  This includes:  daily valuation of plan assets, Internet and telephone account access, quarterly statements, and tools to facilitate planning for retirement or college. Recordkeeping services, including a variety of tests, reports and projections, are provided to ensure that day-to-day operations are conducted in a timely manner.

While our team approach efficiently integrates and leverages the expertise of our staff, working with a relationship manager gives you a single point of contact and ensures that you receive thorough communication, prompt attention, and the world-class service on which Trustmark has built its reputation.

For more information, please call 601-208-7783 or 1-800-844-2000 Ext. 7783.