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QUALIFIED RETIREMENT PLANS

401(K)’s, PROFIT SHARING OR MONEY PURCHASE with no responsibility for 3rd party administration

TCK TRUST & FINANCIAL ADVISORS, in its capacity as Trustee of your Qualified Retirement Plan, will work closely with corporate management to implement employee pension and other benefit plans that best suit the individual firm and its work force.  TCK encompasses careful ongoing asset management - we develop appropriate investment philosophies, continuously monitor investment performance and suggest changes in strategy when conditions change.  Our relationship will include the following services: 

§         Manage Assets within the Guidelines established by the Employer and/or Employee

§         Provide Reduced Activity Costs through the use of:

§         Non-Affiliated No-Load Mutual Funds and       Commission Savings on Stock Trades

§         Prepare Annual Employee Distributions

§         Coordinate with 3rd Party Administrator the Activity and Reports

Support the Employer’s Operational Personnel

TCK Trust & Financial Advisors is a charter member of
The Association of Independent Trust Companies.