Farmers Trust Company offers flexible, comprehensive investment management and record keeping for all types of retirement plans including 401(k), 403(b), Keogh and pension/profit sharing. Among the key services we provide are:
- Trustee/custodial services
- Plan design and implementation
- Professional investment management or self-directed service
- IRS sponsored prototype plan documents
- Compliance and required annual government testing on all plans
- Full service administrative support
- Reporting and record keeping services
- Comprehensive participant and educational meetings, including communication materials
- Valuation of plan assets and issuance of participant statements
- IRS annual reporting/5500/1099 preparation