Retirement Plan Services


Getting you ready for retirement

In addition to providing trust, investment management, asset management, and custodial services for a variety of personal and institutional clients, our Trust Group also offers comprehensive Retirement Plan Services, including investment management services and administrative functions for corporate and individual retirement plans, as well as custodial services for assets held in those plans.

Types of plans/services administered:
  • Defined Contribution Plans
    • 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

  • 3(38) investment manager

For participants and plan sponsors

Recordkeeping, consulting, compliance services, and management of assets are all important components of quality retirement plans. Plan sponsors benefit from offering retirement plans to their employees, knowing that all aspects of their plans are handled by knowledgeable professionals. As Trustee, we are responsible for day-to-day plan administration that can include enrollment meetings, assistance with contributions and distribution processing and 3(38) investment management. We assist plan sponsors with compliance with DOL (Department of Labor), SEC and IRS regulations.

Always know what's going on

The custodial services we provide enable participants to play an active role in managing their accounts. Services include daily valuation of plan assets, online and telephone account access, quarterly statements, and tools to facilitate planning for retirement or college.

Accessing this information has never been easier.  With the myTailoredWealth app, all aspects of your portfolio can be accessed from anywhere in the world on your mobile device. Download it now for free on iOS.

Work closely with your relationship manager

While our team approach efficiently integrates and leverages the knowledge and experience of our staff, a dedicated relationship manager is the single point of contact for all services. This is another way we ensure that you'll receive thorough communication, prompt attention and a high level of customer service on which Trustmark has built its reputation. 
For more information, please contact us.
Jackson | 601-208-2850
Mobile | 601-208-7728