ira rollover - trustee with investment management responsibility

Plante Moran Trust is pleased to provide a full complement of trust services when engaged as Trustee with full investment management authority. The IRA Trust with Investment Management is inclusive of our professional trustee’s services and investment advisory services provided by Plante Moran Financial Advisors:

Investment Responsibilities

• Establish investment policy statement
• Asset allocation
• Independent, objective, and professional investment oversight
• Selection of investment managers or mutual fund investments at institutional cost
• Periodic and regular investment reviews and rebalancing
• Full investment monitoring and performance reporting

Trustee Responsibilities

• Full asset custody
• Investment trading and settlement
• Secured trading access by outside managers (if applicable)
• Income collection, reinvestment, and cash sweep
• Full principal and income accounting
• Periodic (monthly, quarterly, annual) account statements
• Periodic distributions provided upon election or beginning age 70 ½
• Secured Web access for client
• Expedient tax reporting
• Extraordinary service through a dedicated, experienced relationship manager
• Performance, accountability, and integrity that exceeds your highest expectations