FSTC acts as a directed corporate trustee and/or custodian for Retirement Plans, Non-Profits, Taft-Hartley Funds, Public Funds, and other institutional clients. FSTC becomes your partner in effectively managing fiduciary responsibilities and safeguarding assets.  With today‚Äôs challenging and ever-changing legal and regulatory environment, having a strong fiduciary partner is an important step in ensuring a successful retirement plan or trust. Our institutional trust solution can include:

  • Directed Corporate Trustee Services
  • Domestic & Global Custody (Shadow Accounting available for Approved Sub-Custodians)
  • Certified Trust Statements, Annual Employee Benefit Reporting Package with 5500 Summary
  • Specialized Reports including GASB40 and FAS157
  • Dedicated Trust Officer and Daily Monitoring of Accounts
  • Master Trust Accounting, Separate Account Unitization & Sub-Accounting
  • Specialized Accounting & Reporting Based on Client Type
  • Bank & Trust Company Operations Outsourcing
  • Escrow Transaction Administration

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Click here for information about our trust and custody services for Institutional clients, including Qualified Employee Benefit Plans, Non-Qualified Plans, Endowments & Foundations, and Escrow Agency Administration.