Trust and Fiduciary Services

Your All in One Solution for Retirement Plan Trust & Custodial Services

First Hill Trust Company, offers you comprehensive and dependable fiduciary trust services that helps you mitigate risk and scale your business operations. Our service offerings are custom tailored to meet the needs of your organization by providing a range of traditional and technology driven solutions. The custodial and trustee service platform we provide can easily be integrated with your current plan to deliver maximum efficiency and security.

How a Trust Can Benefit your Company

  • Minimizes the fiduciary responsibility of your individual trustees
  • Streamlines the entire trust, recordkeeping and administration process with real time data on all cash transactions
  • Creates more time to help you focus on your day to day responsibilities thus helping you achieve your corporate financial goals
  • Your trust is administered by experienced financial analysts, administrators and investment professionals whose primary goal is to support your organization’s core financial objectives
  • First Hill Trust offers you a reliable and compliance driven fiduciary service with over $750 million in assets under administration

Retirement Plan Trust Services

Trust & Custodial Services

  • Safekeeping of All Securities
  • Fiduciary Oversight with Regulatory Compliance
  • Online Account Inquiry w/State of the Art Daily Valuation
  • Full Service Trust Accounting
  • Allocation of Both Plan Sponsor and Employee Contributions
  • Automated Contribution Processing
  • Check, ACH and Wire Distribution
  • Annual Trust Reports
  • Consolidated Monthly Statements

Types of Plans We Service

  • Defined Contribution Plans
  • Defined Benefit Plans
  • 401(k) and 403(b) Plans
  • Taft Hartley Plans
  • Deferred Compensation Plans
  • Multiple Employer Plans
  • Profit Sharing Plan
  • Individual Retirement Accounts
  • Davis Bacon Plans

Learn how to reduce benefit costs, empower HR and improve employee engagement.

To learn more about how BAC can help your company lower costs, download our brochure here.

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