PERSONAL TRUST

Why TI-TRUST Video Transcript

Brian Ippensen: We have a great staff of people, second to none in terms of their knowledge, their collective knowledge. Both on the personal trust side, so the work that we do there as well as the institutional working for the employee benefit plans, ESOP's and 401ks. And try to make that employee benefit plan or that personal trust account just a little bit better.

Larry Shepherd: We act as trustees for families. That's the main part of our business. And what happens when you act as trustee for a family, you take care of their financial affairs, you follow the wishes of the grantor who's written the document and make sure they're taken to heart and that they're followed to the letter.

It's not about how we want to manage the money or how we want to distribute the money. It's about acting as a fiduciary and doing it in the best interest of the grantor who created the trust and made the decision about how they want their money paid out.

Dawn Goestenkors: We serve in a variety of capacities, including trustee or custodian for different types of benefit plans such as employee stock ownership plans, 401ks, and non-qualified plans. We have plans that are as small as a hundred thousand dollars or less with 10 or fewer employees, up to our largest plan, over a billion dollars in assets with thousands of employees throughout the world.

We have a deep team of individuals and we assign a team to each account and really serve as a value-added partner with our clients. We're not just a trustee and name that's there to do the bare minimum. We really want to be there and help the client succeed as much as they can. We're all working together for the best interest of the plan and the participants, and we want to work together with our clients to accomplish that.

Brian Ippensen: You know, our people are the greatest asset, and our commitment to our clients and our commitment to each other. At the end of the day, it's about serving that client and getting to a result they need.