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A Better Choice for Participants and Their Districts
Addresses Administrative issues by
Solving compliance, including tax compliancy, for Employers and ultimately for Participants
Being faster and more flexible to incorporate needed plan changes, e.g. ROTHs
Placing all providers (including current ones) under the Trust’s umbrella for all administration,
thereby improving compliance in the areas of loan, hardship withdrawals, etc.
Saving Administration time and money, helping allocate valuable resources to other needs
Ensuring consistent plan communications
Reducing interruptions and security concerns during the workday
Representation on the Board of Advisors as a decision-maker
Why the Trust is
“
A Better Choice”
It is a
“
Best in Class
”
model that…