Recordkeeping & Custodial/Trustee Services

In order to offer a seamless 401k, we work closely with a few carefully selected outside providers for recordkeeping and custodial/trustee services. Through them, you can expect daily valuation and online access for all participant accounts. We utilize multiple recordkeepers, seeking one that is the “best fit” for your plan. We work with an industry leader in the custody and/or trust of your plan's assets, who is currently servicing $100 billion in assets through its trust and trading platform. If required, DOL Trust certifications and SAS 70 reports of internal controls can be available for your plan's annual audit.

Starr-Mathews Employee Benefits and the services it offers is not affiliated with nor endorsed by LPL Financial nor Starr-Mathews Financial, LLC