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. For start-ups, we also offer full trust system capability, so if you don’t have a system we can still service your Trust Department or Trust Company.