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