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ESOP/Employee Benefits

Choose a National Leader in Employee Benefit Plans

Building on 60 years of experience, TI-TRUST, Inc. offers clients comprehensive fiduciary services for employee benefit plans, including Employee Stock Ownership Plans (ESOPs), 401(k)s, 403(b)s, and Nonqualified Plans.

As experts in employee benefit fiduciary services, we serve almost 200 plan sponsors in 40 states, while managing assets for more than 100,000 participants and distributing more than $470 million in retirement benefits annually.

With a clear understanding of the industry’s many rules and regulations, TI-TRUST is able to 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.

Flexible Services

Our flexibility allows us to offer service solutions for a wide range of retirement plans whether we serve as trustee, custodian, or consultant.

ESOP Services

TI-TRUST is a nationally recognized provider of ESOP trustee and independent fiduciary services.

Services include:

  • Annual valuation 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 to fit 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) services, including plan design and consultation, service provider selection, fund lineup assistance, plan implementation, and other services. We can serve as trustee or consultant to best suit your needs.

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 are compliant with applicable federal regulations to give you peace of mind.

National Experience, Personalized Service

TI-TRUST is a dedicated, resourceful, and committed partner that you can count on to help plan a solid financial future.

We offer a wide range of fiduciary solutions to meet our clients’ specific needs.

Backed by 60 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 the trust and confidence of our clients.