Plan Types and Custody Services
We service a range of plan types, including 401(k) and 403(b) Plans, ESOPs, 457 Plans, Defined Benefit Plans, and Non-qualified Defined Contribution Plans. You'll benefit from top-notch custody services, including:
- Monthly Plan-level account statements
- Quarterly fee invoices
- Competitive Mutual Fund Revenue Collection Process
- Annual trust reports
- Schedule C Reporting
- 408(b)(2) disclosure statements
- Plan-level Mutual Fund Revenue Accounts with quarterly summary and detail reports
- SOC 1 SSAE 16 Audit
- Ability to designate TD Ameritrade Trust Company as the Plan's directed trustee
- Streamlined IRA rollover solutions through TD Ameritrade Trust Company’s brokerage affiliate, TD Ameritrade, Inc.
- Personalized service from knowledgeable relationship managers who consistently achieve outstanding Customer Satisfaction Index (CSI) scores.*
*Based on Customer Satisfaction Index scores: October 2016, January 2017 and April 2017. TD Ameritrade Trust Company is a non-depository trust company, acts as a custodian and/or directed trustee and is not a member of FINRA or SIPC. TD Ameritrade Trust Company is a subsidiary of TD Ameritrade Holding Corporation.