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Why choose Wilmington Trust Retirement and Institutional Services Company?Our independence and transparency benefit you and your clientsWilmington Trust Retirement and Institutional Services Company occupies a unique space in the retirement plan community. With a focus on independence and transparency, we perform trust administration and special services for all plan types, including defined benefit, defined contribution and non-qualified plans. Our open-architecture structure and non-compete philosophy allow our financial advisor partners to retain control and/or custody of plan assets and their client relationships.
Special services allow you to deliver customized investment solutionsIn addition to offering traditional trust administration services, we are unique in offering special services, such as low-cost daily unitization services, individually directed accounts (IDAs) and separately managed accounts. With access to dozens of NYSE member firms and their investment products, our financial advisor partners tailor investment options in each of their clients’ plans to that plan’s particular needs and objectives.
We offer revenue sharing and commission recapture programsAs part of our commitment to transparency, we practice 100 percent revenue share disclosure. We calculate, collect and pass through revenue sharing amounts for plan clients, allowing plans to offset plan expenses.
As part of our commission recapture program, we establish accounts with mutual funds at the plan level, enabling the broker-of-record to be paid directly. If the plan does not have a broker/advisor, we collect and pass through commissions on behalf of the plan.
Our TPA network is unparalleledWe believe that doing the right thing for plan participants means working with highly regarded third-party administrators. Accordingly, we have developed close working relationships with select TPAs and their software providers so that we are able to efficiently communicate and transact with them. The result: superior service for you and your plan sponsor clients.
Experience countsWe have years of experience and hundreds of satisfied clients. Every member of our professional team is a resource you can draw on to help support your retirement plan business. To learn more about the services we offer, just click here for a representative specializing in retirement plan services.
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