Choose a National Leader in Retirement Plans
Building on 65 years of experience, TI-TRUST, Inc. offers clients comprehensive fiduciary services for retirement plans, including Employee Stock Ownership Plans (ESOPs), 401(k)s, 403(b)s, and Nonqualified Plans.
As experts in ESOP fiduciary services, we serve almost 200 plan sponsors in 40 states, manage assets for more than 100,000 participants, and assist in facilitating over $1 billion in payouts annually.
Flexible Services
Our flexibility allows us to offer service solutions for a wide range of retirement plans, whether as trustee, custodian, or consultant.
With a clear understanding of the industry’s many rules and regulations, TI-TRUST can successfully navigate complex fiduciary matters. Our strong team brings diversified skill sets, attention to detail, and unparalleled expertise that seamlessly integrate all our services and products to make your employee benefit program successful.
ESOP Services
TI-TRUST is a nationally recognized provider of ESOP trustee and independent fiduciary services.
Services include:
- Establishing the value of company stock held in the ESOP
- Selecting, engaging, and monitoring plan advisors
- Voting company stock
- Monitoring plan compliance with applicable laws and regulations
- Evaluating and executing ESOP purchase and sale transactions
- Administering ESOP loans, employee contributions, and plan assets
- Completing participant distributions and tax reporting for retirees and terminated employees
Our dedication to high-quality fiduciary service allows us to offer customized solutions for many circumstances. Our passion for our employee-owners is based on decades of proven experience with employee-owned companies.
401(k) and 403(b) Plans
TI-TRUST offers 401(k) and 403(b) trustee or consulting services, including: plan design and amendment, service provider selection, fund lineup assistance, and plan implementation.
Nonqualified Plans
TI-TRUST offers Nonqualified Plans to management or highly compensated employees that attract, reward, and retain key employees. Our services include Excess Benefit Plans, Supplemental Executive Retirement Plans (SERPs), Rabbi Trusts, and Stock Appreciation Rights (SARs).
TI-TRUST will ensure that you comply with applicable federal regulations to give you peace of mind.
National Experience, Personalized Service
TI-TRUST is a dedicated, resourceful, and committed partner for helping you plan a solid financial future.
We offer various fiduciary solutions to meet our client’s specific needs.
Backed by 65 years of integrity and expertise, TI-TRUST looks forward to the opportunity to help you ensure fiduciary and administrative compliance for your retirement plans.
Trust and Integrity Matters
With solid core values and a proven commitment to high ethical standards, TI-TRUST is a leading provider of fiduciary services dedicated to earning and maintaining our client's trust and confidence.
