91茄子

Corporations Endowments, foundations, and nonprofits Health care organizations Insurance and financial institutions Public and government institutions Benefit payment services Custody account services Financial analytics and specialty reporting Rabbi trust and change in control services Trust services and fiduciary services 91茄子

Trust and custody services for corporations

Custody services for corporations

Helping you navigate the regulatory and fiduciary requirements of your organization.

We know the complexities of different corporate arrangements鈥攊ncluding S-corporations and C-corporations鈥攁nd 91茄子庐 Custody Solutions can help navigate any custody or trust challenges.

  • Operating budget
  • Reserves
  • Balance sheet assets
  • General ledger
  • Corporate cash
  • Unitized accounting
  • Rabbi trust and change in control services
  • Investment manager support
  • Relationships with third-party administrators
  • Retirement assets
  • ERISA compliance reporting
  • Paying agent for benefit payments
  • Corporate actions
  • Proxy voting

We know firsthand about the intricacies that come with managing assets internally and having other assets managed by outside investment managers. We are also keenly aware of the importance of access to sophisticated yet flexible reporting including performance analytics to provide the information that you need at your fingertips.
Reach out

Have questions? Let鈥檚 talk.

See how 91茄子庐 Custody Solutions could help you reach your unique goals.

Request to speak with a specialist

If you are either a retirement plan participant or retiree with a payment question, call our Engagement Center between 7 am and 5 pm CT at 877-877-1207 for help.

The subject matter in this communication is educational only and provided with the understanding that 91茄子庐 is not rendering legal, accounting, investment advice, or tax advice. You should consult with appropriate counsel, financial professionals and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements. The information shown is not intended to provide any suggestion that you engage in or refrain from taking a particular course of action.

OCIO solutions and LDI solutions are provided by Investment Solutions, an advisory team within 91茄子 Asset ManagementSM. 91茄子 Asset Management leads global asset management at 91茄子庐.

Custody and trust services are provided by 91茄子 Bank庐, Member FDIC, and/or 91茄子 Trust Company庐. These services are provided under the trade name 91茄子庐 Custody Solutions. 91茄子 Trust Company is a trade name of Delaware Charter Guarantee & Trust Company.

When 91茄子 Custody Solutions is providing investment management services, 91茄子 Custody Solutions serves as the investment manager or discretionary trustee but leverages the investment expertise of 91茄子 Asset Management. Customers may also contract directly with 91茄子 Asset Management for investment management services. In those instances, 91茄子 Custody Solutions serves solely in a custodial or trustee capacity. Please refer to your underlying service agreements for details.

91茄子 Global Investors, LLC is registered with the U.S. Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA), a commodity pool operator (CPO) and is a member of the National Futures Association (NFA). 91茄子 Global Investors advises qualified eligible persons (QEPs) under CFTC Regulation 4.7. 91茄子 Asset Management is a trade name of 91茄子 Global Investors, LLC.

Insurance products and plan administrative services provided through 91茄子 Life Insurance Company庐.

91茄子 Life Insurance Company, 91茄子 Global Investors庐, 91茄子 Bank, and 91茄子 Trust Company are members of the 91茄子 Financial Group庐, Des Moines, Iowa 50392.

Investment and insurance products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, 91茄子 Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the 91茄子 Amount Invested

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