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Administration April 5, 2003
Walker MacRae Picks Reliance for Custody and Trust
May 16, 2002 (PLANSPONSOR.com) - Walker MacRae
clients will now have access to trust, custody and support
services through an alliance with an Atlanta trust
company.
Reported by Fred Schneyer
According to a company announcement, Reliance Trust Company’s services would be appropriate for 401(k), 403(b), defined benefit, and other retirement plans.
Generally, Walker MacRae plan sponsor clients can select their own third-party administrator and investment advisor because its trading platform uses a flexible open architecture, the company said. The company also provides daily reconciliation to fund firms and income processing from the ex-dividend date.
Waker MacRae recently unveiled a program to help plan fiduciaries with quarterly monitoring of their investments as measured against the plan’s Investment Policy Statement.