Trust Services for Institutions and Qualified Retirement Plans

FST is a premier provider of comprehensive trust, custody and administration services designed specifically for qualified retirement plans and other institutional investors. We become a partner in helping clients manage the responsibilities and risks associated with fiduciary status. As a regulated provider of trust and custody services that understands the needs of institutional clients, FST has the expertise, the experience, and the technology to administer your plan or other accounts as well as cater to your specific needs. You can rely on our dedicated team of trust professionals who are experienced in the often time-consuming, regulatory-intense complexities of trust management.

Our Institutional Services Include

  • Focus and assistance in achieving your objectives and managing your day-to-day and fiduciary responsibilities
  • Knowledge of ERISA compliance
  • Neutrality, because we always act in the best interest of plan participants and beneficiaries
  • Custody and safekeeping of assets
  • Accurate trust accounting and specialized fiduciary reporting services
  • Flexible benefit payment services including tax withholding, filing, and reporting

FST’s Institutional Trust area specializes in trust administration and reporting for:

  • Defined Benefit and Pension Plans
  • Profit sharing and Money Purchase Plans
  • Public Funds / Governmental Plans
  • Taft Hartley Funds
  • Endowments and Foundations
  • Reinsurance Trusts
  • Escrow Transactions
  • Non-Qualified Deferred Compensations Plans (“Rabbi Trusts”)
  • Qualified Settlement Funds