Key Features

Wilmington Trust Fiduciary Services Company offers key features that are part of an effective program for defined benefit retirement plans and defined contribution retirement plans (such as 401(k) plans and employer-directed profit sharing plans), including:

Trusteeship

Wilmington Trust Fiduciary Services Company can act as directed corporate trustee of your plan assets, thus relieving you of distribution processing and IRS reporting obligations.

Institutional Investment Management

You can select from a diversified group of collective investment trust portfolios that span a range of risk/reward strategies. These portfolios are managed by Wilmington Trust Fiduciary Services Company with the assistance of institutional investment management firms selected and monitored by Wilmington Trust Fiduciary Services Company.

Portfolio Diversification

With Wilmington Trust Fiduciary Services Company's collective investment portfolios, you can select from a wide variety of asset classes, including equity, bond, balanced and stable value. Within the equity category, growth and value styles are employed, and the bond portfolios include fixed-income strategies with varying maturities.

Personalized Service

Your Financial Advisor can assist you in the evaluation of plan investments, perform a periodic review of plan investments and, for defined contribution plans, conduct enrollment meetings and provide participants with ongoing education. Your Financial Advisor can also assist you in developing an investment policy statement and provide ongoing support to help you adhere to those guidelines. You will also receive assistance from a dedicated trust officer team.

Internet Access

You and your employees (in defined contribution plans) can obtain performance information on each of the portfolios through the website. In addition, you can access Fiduciary Trust Online, which provides detailed information on your specific plan.

Participant Education

Enrollment of plan participants is supported by professionally produced materials. These materials are exclusively available through your Financial Advisor. See related links ‘enrollment materials’ for ordering instructions. Contact a Financial Advisor for more information.

Related Links

Enrollment Materials

Client Enrollment Books

The website for ordering for Enrollment Books will be live on October 17. Thank you for your patience.

Wilmington Trust Fiduciary Services Company is an affiliate of Wilmington Trust. Neither Wilmington Trust Fiduciary Services Company. nor its employees or agents provide tax or legal advice. You must consult your tax and legal advisors regarding your personal circumstances.