Trust Administration Services

	RETIREMENT PRODUCTS CUSTODY ACCOUNTS


	>	NEW ACCOUNT KIT

	>	INVESTMENT FORMS

	Give us a call at (800)455-9472 x1243 or email retire@trustlynk.com we are happy to assist.

CUSTODY ACCOUNTS ARE A GOOD
CHOICE FOR BUSINESS OWNERS

The typical investor for this kind of an account is a business owner who has a 401K plan with a third-party administration firm. The TPA is responsible for tracking investments by employee, tax reporting and any other administrative duties that are necessary to keep the plan in good standing with the IRS.

Trust Administration Services then can act as the custodian and would be responsible for the custody and facilitating transactions of non-traditional assets. A third-party custodial account will be maintained under a title such as "[First Regional Bank] Custodian for the benefit of (Business/Plan Name) Profit Sharing Plan." To open a TRUST custodial account, the client must possess their qualified plan document.

Call our New Accounts Department at
800-455-9472 x 1243 to open the account.

TRUST is a leading personal management provider of self-directed IRA retirement accounts, retirement planning services and custody accounts.
Access the largest diversification options for your investments with our retirement planning services.
©2007 Trust Administrative Services. Trust Administrative Services is a division of First Regional Bank, Member FDIC.
TRUST does not sell investments nor provide investment advice, and all transactions are at the direction of the accountholder and/or
their designated financial representative. Investment products are not FDIC insured, not guaranteed by the bank and may lose value.