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Dunham Trust Company can help you with defined benefit plans, including profit
sharing, money purchase, 401(k), Simplified Employee Pension (SEP-IRA) and more.
Standard Services Include:
- Plan administration and recordkeeping (through third-party provider)
- Preservation of tax exemption
- Investment management
- Trade settlement
- Performance reporting
- Retention of unique assets
- Mandatory IRA distribution calculations
- Tax reporting
- Fee invoicing
- 24/7 online account access
The information above is general in nature and not intended as legal or tax advice. Please consult with
your tax professional or attorney regarding guidance for your individual
circumstances. Dunham Trust Company recommends you authorize our senior
trust officers to work in tandem with your trusted financial professionals.
Such trusts are used to develop a vehicle for donations to a favorite charity,
which also allows for the reduction of income taxes through a charitable deduction
and favorable tax treatment at the date of the gift by non-recognition of built-in-capital gains.
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