Dunham Trust Company Building Relationships That Last Generations
Retirement Plan Services

Dunham Trust Company can help you with defined benefit plans, including profit sharing, money purchase, 401(k), Simplified Employee Pension (SEP-IRA) and more.

Standard Services Include:
  • Plan administration and recordkeeping (through third-party provider)
  • Preservation of tax exemption
  • Investment management
  • Trade settlement
  • Performance reporting
  • Retention of unique assets
  • Mandatory IRA distribution calculations
  • Tax reporting
  • Fee invoicing
  • 24/7 online account access

The information above is general in nature and not intended as legal or tax advice. Please consult with your tax professional or attorney regarding guidance for your individual circumstances. Dunham Trust Company recommends you authorize our senior trust officers to work in tandem with your trusted financial professionals.

Such trusts are used to develop a vehicle for donations to a favorite charity, which also allows for the reduction of income taxes through a charitable deduction and favorable tax treatment at the date of the gift by non-recognition of built-in-capital gains.

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