Trust & Custody Services

We offer comprehensive trust and custodial services that provide an integrated solution to increase efficiency in managing plans and assets.

Security meets simplicity

At Ascensus Trust, we help businesses and individuals safeguard their assets, streamline their responsibilities, and simplify asset management. This way, our clients can focus on what’s most important—developing trusted relationships and growing their business.

We provide trust services to both qualified and nonqualified employee benefits plans across all 50 states and offer custom trust platforms to individuals and businesses looking to protect their assets. Experience, knowledge, technology, and value are the foundation of our business.

Retirement Plan Administration Services

  • We will perform trade, lockbox, and paying agency services for custody mutual funds, ETFs, publicly traded stocks, and variable annuities.
  • We will serve as your disbursement agent for funds, including federal and state tax withholding and tax reporting.

Abandoned plans

We can help terminate certain abandoned plans, saving you time and money. As experts in the business, our approach streamlines the process from beginning to end. In the role of an abandoned plan service provider, we provide low-cost and easy-to-implement options to deal with abandoned plans.

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