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Meet the Needs of Your Organization

An attractive retirement program is an important competitive tool for all employers. GTRUST is prepared to provide you with services to meet your organization's specific requirements.

Utilize Professional Investment Management

GTRUST investment professionals are expert financial managers. Our team is ready to assist you with the management of your retirement plan assets.

We can also help you design your Employee Retirement Plan package as well as provide administration services and employee education programs. In addition, we have prototype documents pre-approved by the Internal Revenue Service to expedite the process. Our team will maintain your plan to comply with rapidly changing federal rules and regulations.

Choose a Plan that's Good for Your Company

  • 401(k) Salary Deferral Plan

A 401(k) plan involves participant contributions of pre-tax dollars to a plan managed by GTRUST. All earning are tax deferred until monies are withdrawn. A penalty applies for early withdrawal, and upon retirement, all earnings become taxable. GTRUST provides high quality, no-load mutual fund alternatives from several families of funds.

  • Profit Sharing

Under a Profit Sharing trust, a specific amount or percentage of your company's net profits, as determined by the employer each year, is placed in a trust for future distribution to participating employees in accordance with the terms of the plan. The amount set aside is tax deductible to the company, and the employer's contributions and investment earnings do not become a liability to the participants until they withdraw their money.

  • Other Plans

GTRUST offers a menu of more specialized plans including Money Purchase Plans and SIMPLE 401(k) plans.

Choose Peace of Mind

In addition to compliance, administrative and investment services, GTRUST offers peace of mind. As an independent trust company, owned by its officers and directors, we understand the needs of the owner/employer. You will find us accessible and able to furnish information and advice beyond the confines of our specific duties. We want to be your partner in developing a successful retirement plan.

Experience Matters

Our investment team has the experience and knowledge to provide innovative financial solutions. Our goal is to apply those solutions to help your organization succeed. In a highly competitive and rapidly changing world, we're confident we can provide continued value to your organization year after year.