We are not a plan trustee or custodian of assets, but we do have strategic business alliances with financial institutions that specialize in this business. Again, this means we can work with any self-trustee plan or financial institution. And we’ll help you determine the best organizations based on your plan design and objectives.
RHI has electronic linkage capability with a number of different institutions, such as Charles Schwab Trust Company and TD Ameritrade Trust Company. We believe these organizations provide our clients with the broadest access to investment choices, while offering competitive revenue sharing arrangements to reduce plan administration costs.