Institutional Trust & Retirement Services
Our directed trust model provides flexibility to institutional entities who seek an expert corporate fiduciary.
Simply put, an institutional trust is any trust that is not a personal trust. More specifically, the grantor (or sponsor) may be a corporation, a partnership, a governmental unit, or a charitable organization.
While there are many types of institutional trusts, National Advisors currently provides services to the following:
- Qualified Retirement Plan Trusts
- 401(k) plans
- Profit Sharing Plans
- Defined Benefit Plans
- Employee Stock Ownership Plans (ESOPs)
- Non-qualified Deferred Compensation or ‘Rabbi’ Trusts
- Health & Welfare Trusts
- Collateral Trusts
- Government Pooled Risk Trusts
- Restricted Custody (Captive Insurance, Escrow, SBLOC, Pledged)
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We’re here to help Trusted Advisors better serve those they advise and build stronger, more meaningful relationships. Schedule a consultation using the options below.
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