Taking you there… every step of the way.
Meridian Trust offers three primary services: Qualified Retirement Plans, Portfolio Management and Personal Trust Services. We start with a one-on-one meeting to determine what is valuable to you. Once your goals are established, we develop, formalize, implement and monitor a plan to get you there the right way.
Qualified Retirement Plans:
We handle every aspect of your qualified retirement plan in-house so that you can focus on your business. We prepare your plan documents, handle all daily contact with participants, calculate contributions, enroll participants, process contributions, distributions & hardships, and prepare all tax returns. The only thing the employer has to do is provide us with employee payroll and demographic information.
Meridian serves as Discretionary Trustee of your retirement plan. This significantly reduces your legal liability when compared to the typical trustee arrangement. Click here to learn more about the benefits of having Meridian serve as your Discretionary Trustee versus a typical Directed Trustee.
We can help your employees grow their retirement account by providing specific investment advice to participants, not just investment education. The Fiduciary Standards of Care practiced by Meridian represent best practices and provide a foundation and framework for a procedurally prudent investment process.
Participants in Meridian retirement plans improve their long-term investment performance by taking advantage of Meridian's disciplined investment process.
The owners and management of the companies employing Meridian as Discretionary Trustee reduce their fiduciary liability and can rest assured that an experienced Trustee is taking care of their employees.
Portfolio Investment Management:
Meridian Trust has assets under management approaching one half of a billion dollars. We can provide investment management services for all your accounts: such as a personal account, a retirement plan account, a rollover IRA, trust account, college education account, etc.
Meridian designs a long term investment plan to help you reach your goals. We customize an investment management strategy for you by following these steps:
- We listen to you to identify your goals and objectives.
- We then assess your risk tolerance, tax status, time horizon and other preferences and circumstances unique to you and your family.
- Next we determine the appropriate amount to invest in each asset class.
- Specific investments for each asset class are selected for your account.
- We monitor the investments chosen and give them time to work.
- Your account is rebalanced periodically to meet your investment objectives.
No matter how aggressive or conservative you are or the type of account, Meridian Trust can provide the investment management that will help you meet your goals.
Personal Trust Services:
Meridian Trust serves in a variety of roles as Trustee for revocable living trusts, testamentary trusts, charitable trusts, foundations, and guardianships. We can also serve as Executor and/or Trustee for estates.
Meridian will take care of all the details for your trust, such as check writing, coordinating tax preparation with your CPA, and reporting to the beneficiaries.
We can serve as Portfolio Investment Manager for your trust or, if appropriate for your situation, we can use an investment advisor chosen by you.
Meridian provides easy to understand state-of-the-art reporting for your trust account.
Meridian will make sure that the objectives set forth in your trust are carried out so that your family will be taken care of in the future. |
