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Retirement Plan Trust Management

Retirement Plan Trust Management

The preservation of a trust’s principal is critical. APS clients are assured that principal preservation is an ongoing process that receives constant attention.

After a retirement plan has been put in place and a responsible investment manager has been selected, APS tracks and reports on the activity and progress of the program. In this capacity, the value of the client’s account will be monitored and any investment segment that requires client attention will be flagged.

APS clients receive quarterly reports and analysis of the trust performance with recommendations of various possible courses of action. In this way, we fulfill our commitment to maintain the integrity of our client’s retirement plan assets in a responsible, conservative manner.

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