IRAs  Independent, objective, and professional investment oversight

IRA Trust Rollover — Trustee With Investment Management Responsibility

Plante Moran Trust is pleased to provide a full complement of IRA trust services when engaged as a professional 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 

Professional 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