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.
« CNA Launches Small Business Medical Benefits Package