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FIDUCIARY SERVICES

Indiana Trust retirement specialists understand the complexities of being a plan fiduciary and recognize that most plan sponsors are not investment experts – nor are their participants. We take measures to ensure the investment options available in retirement plans are carefully monitored as well as offer plan participants professional investment advice. Our services are designed to assist you in offering a sound retirement program and help you satisfy fiduciary responsibilities.

DAILY VALUATION AND ADMINISTRATION

To ensure our clientsʼ employee benefit plans are administered to the highest standards, we provide local administrative and investment consulting services to our retirement plan clients and their plan participants.

We offer daily valuation and administration for participant-directed plans. Among the employee benefit plans administered by Indiana Trust:

  • 401(k) plans
  • Profit-sharing plans
  • Money purchase pension plans
  • Defined benefit pension plans
  • Simplified employee pension plans (SEP)
  • SIMPLE IRA plans