North Central Trust Company offers businesses of all sizes an excellent opportunity to enhance their retirement plan packages with timely information at a very competitive cost. The North Central Trust Company Trust Officers in the Retirement Plan Services division are experts at providing complete consultative, administrative, and record keeping services for your company plan. They maintain ongoing communications with the designated personnel at your company, providing services such as:

• Daily valuations
• Tax Form 5500
• Plan distribution notification
• Plan distribution tax statements for participants
• Minimum distributions calculations
• Quarterly participant statements
• Quarterly allocation reports containing all participant balances
• Prototype documents (401(k), profit sharing and money purchase pension plans)

North Central Trust Company also offers account access for individual participants, on a 24 hours a day, 7 days a week basis utilizing our secure website and/or our Voice Response System (telephone).