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401k GPS: Helping Advisors Navigate The Complex Retirement Asset Landscape

Since 2004, Mid Atlantic Trust Company (MATC) has served the 401k market place with distinction by focusing on providing custody and trading for Third Party Administrators, Record Keepers and their plan-sponsor clients. MATC proudly serves over 120 TPA’s and record keepers which in turn represent over 30,000 corporate retirement plans.

Now MATC has turned its focus to providing a uniquely integrated tool-set for plan Advisors designed to facilitate the acquisition and management of retirement assets. With the increasingly complex array of regulatory, operational and business issues unique to this space, MATC’s product suite enables Advisors to manage plan assets with the efficiency and flexibility they’ve been seeking. These tools provide the full spectrum of functionality needed to compete for and manage plan assets, including:

– Investment Proposal System
– Investment Research
– IPS Generation, Monitoring, and Review
– Model Management
– Client Reporting
– Regulatory and Fiduciary Management

If you currently work with corporate retirement plans that are on MATC’s platform, these tools are already available to you, many of them at no additional cost. If you don’t have plans in custody with MATC that is okay. We can arrange for one of our TPA and Record Keeping partners to give you access.

Please review a summary of the MATC Advisor Toolkit. We will be reaching out to you directly to answer any questions you might have. In the meantime, don’t hesitate to contact John Hufnagel or Brian Lenz at 800-693-7800 to arrange for a demo of this functionality, or to discuss our offering in more detail.

We look forward to helping you reach your goals in retirement plan services.

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