Retirement Plans

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Self-Directed Defined Benefit Plans

Familiar to many as a "pension plan," a defined benefit plan is designed to provide the participant a specific monthly benefit at retirement. This benefit may be stated as an exact dollar amount. A participant is generally not required to make contributions in a private sector fund but most public sector funds require employee contributions. Unlike defined contribution plans, the participant is not required to make investment decisions.

Consider an Entrust Self-Directed Defined Benefit Plan if:

• You’re looking for a plan that guarantees retirement income for you and your employees, and is not dependent on any ability to save.
• You want a plan with little investment risk.
• You or your employees want the ability to make nondeductible voluntary contributions.
• You can make cost of living adjustments.
  

If you have a Defined Benefit Plan or Pension Plan with your current employer, you can self-direct your funds into alternative investments by taking advantage of Entrust's Outsourced model. Under the Outsourced model, your employer/administrator can add Entrust as an additional investment alternative.

If you have questions regarding our Outsourced model, please contact an Entrust professional in one of our local offices. Or open an account online.