|
Trust
Administration Outsourcing
Most Trust
Departments are Personal Trust oriented and shy away from Employee
Benefit and Corporate Trust business. Lacking the in-house
expertise to administer corporate type accounts you end up losing the
opportunity for a great deal of fee revenue.
We at Revzon
Consulting feel that we have developed a solution that allows any
size department to now handle the very profitable Employee Benefit
and Corporate Trust business. A staff with more than 40 years of
Trust Employee Benefit and Corporate Trust experience is available to
meet all of your administrative needs with service that is creative,
customized, and innovative - service that relieves you of the burdens
that ERISA and banking regulators would normally place on you.
Corporate type
accounts allow your department to develop relationships with
municipalities and commercial accounts thus enhancing the
opportunities for cross selling of trust/bank products and services.
Some of the services that could be offered are:
-
Bond paying agent
-
Escrow agent
-
Bond trustee
-
Retirement Plan trustee
Our staff handles
all aspects of corporate account administration from set up,
documentation review, compliance, and on-going client communication.
It is transparent to the client that our staff is remote; we use Bank
letterhead, we use the Bank's email system, phones are answered in
the Bank name - the client thinks we're sitting in your office.
Call us to discuss
how we can supplement your Personal Trust administrative staff in
order to offer these profitable corporate services.
|
|
What We Offer
.............................................................
TPA
& Recordkeeping Services
> Overview
> 401(k), Profit
Sharing, & Other
Defined Contribution Plans
> Solo 401(k),
Keogh Plans
> Private
Label services
Project
Management Services
> Overview
> 2-Day Workflow Assessment
> Policies
& Procedures
> System Conversions
> Vendor Searches
> Merger/Reorganization
Assistance
> Establishing a
New Trust Department
or Company
Trust
Outsourced Services
> Administration
> Operations
> Compliance
> Customized
Other
Services
> Collective Funds
> Compliance
> Audit
> Merger due-diligence
> Personnel assessment
.............................................................
|