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Retirement Plans
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More than ever plan sponsors are embracing the responsibility of providing a high-quality retirement plan solution to their eligible employees. Retirement plan benefits can be an important component of an employee’s compensation program and employers need to partner with a provider they can trust. WoodTrust
Asset Management is that provider.
The WoodTrust Retirement Plan Services Group provides a highly-customized retirement plan solution for plan sponsors – a solution that is completely independent and objective. As a fiduciary, plan sponsors can take comfort in the fact that our loyalties lie first and foremost with plan participants and there are no hidden agendas in the process of implementing their retirement plan program. WoodTrust's fully-bundled retirement plan solutions are serviced by a dedicated and experienced relationship management team, both throughout the conversion process, and on-going operation.
Consulting Services
- Plan sponsor consultation
- Independent and objective process
- Institutional Mutual Fund program
- Asset allocation portfolios
- Experience and discipline
- Investment Policy Statement
- No revenue-sharing or kickbacks
Participant Services
- Comprehensive education program
- Customized retirement planning
- Participant-friendly presentations
- Web-driven research
- Branded Internet portal
- Plan participant Internet access
Fiduciary and Administrative Services
- Discretionary trustee and fiduciary services
- Plan sponsor consultation and design services
- Daily valuation recordkeeping
- Accurate and timely compliance administration
- Plan sponsor Internet account access
- Custody, payment, and reporting services
- Minimize plan sponsor burden through technology
- Detailed Service Agreement
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Not FDIC Insured - No Bank Guarantee - May Lose Value
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Consumer Banking