Employee Benefit ServicesEach employee benefit plan is unique
with special requirements and its own investment objectives.
Our Company Offers:
- Local Personalized Service
- Flexible Approach – Meeting Your Specific Plan Needs
- IRS Approved Prototype Documents
- Comprehensive Services – Meeting Both Investment &
Administrative Needs
Investment Management… One Step at a Time
Our Experienced Advisors will:
- Meet with you and discuss your needs, goals and objectives
- Develop an investment program tailored to your plan, using the
latest market data along with your company needs assessment
- Implement and monitor your plan investments on a regular basis,
making necessary changes to reflect changes in the economy and your plan
objectives
- Provide regular periodic reports and statements to keep you informed
of all transactions
- Regularly review the plan’s investment performance with you
Plan Administration… At Your Fingertips
Our Credentialed Administrators will:
- Provide Plan Document Services, in-house recordkeeping and trustee
services.
- Relieve you of many of the burdens of plan administration
- Provide you with the efficient operation of your plan
- Ensure that the plan reporting, custody services, securities
settlement and benefit payments are all completed and executed in an
efficient and timely manner
- Monitor the plan to determine whether or not your objectives are
being met
More important than the services we offer, is the
peace of mind you gain when you select Old Point Trust and
Financial Services to be your employee benefit services provider.
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