Individual Solutions

To assist you in providing the products and services your individual clients want and need, Equity Trust Company offers a wide range of solutions and administrative services for college and retirement savings plans, including:

     • IRAs

          o Plan documents
          o Recordkeeping of contributions and distributions
          o Assist with calculating RMDs
          o Beneficiaries
          o Rollovers
          o Conversions

     • Individual 401(k)

          o Plan documents
          o Recordkeeping of contributions, distributions
          o Loans
          o Tax reporting, etc.

     • Coverdell Educational Savings Accounts

          o Plan documents
          o Recordkeeping
          o Plan limits information
          o Compliance responsibilities

     • Health Savings Accounts

          o Plan documents

Equity Trust can provide recordkeeping of contributions and distributions for your individual clients.