RETIREMENT SERVICES
In today’s world, few employers can successfully compete in the labor marketplace without maintaining a comprehensive employee benefit program. Retirement plans offer our clients the opportunity to tailor a retirement program to their needs as well as their employees. As an employer, you can rely on our retirement expertise and services to help deliver plan administrative solutions that are efficient and cost-effective, but most importantly, compliant. On average, more that 100 IRS and Department of Labor (DOL) pronouncements pertaining to retirement plan issues are delivered annually.
From the adoption of our own prototype document to the calculation of your annual contribution for the plan, Security National Trust is constantly abreast of the most current legislative changes and regulatory landscape. We can also assist our clients with annual government reporting, plan amendments, annual plan administration and specialty services such as plan loans.
We offer a series of prototype documents through Pension Publications of Denver (PPD) which has published IRS-approved documents since 1976. PPD is now a division of Corbel, founded 25 years ago and has served over 20,000 benefits practitioners nationwide. Corbel is an industry leader combining unsurpassed software functionality with exceptional client support that is second to none.
In addition, we offer Individual Retirement Accounts for rollovers from qualified plans. We work with local professionals such as accountants and attorneys to customize a design that fits our client’s business or individual retirement needs.
As individuals retire or change jobs, Individual Retirement Account (IRA) Rollovers become an increasingly important option. Security National Trust offers the expertise to manage the administrative, regulatory and investment management aspects of your IRA Rollover. We provide Client relationship services for traditional, Roth, and rollover IRAs. These services include:
- Assistance in selecting an appropriate asset allocation
- Investment management using stock, bonds and mutual funds
- Collecting and reinvesting interest, dividends and other cash deposited into the account
- Providing information on allowable and required distributions
- Providing detailed statements including all transactions and asset valuation
