Qualified Trust Company
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  • Corporate Trustee Service
Qualified Trust Company
  • Home
  • Distribution Forms
  • Contact us
  • QTC Information
  • FAQ
  • Corporate Trustee Service

Qualified Trust Corporate Trustee Service

Flyer of Our Services

Providing Corporate Trustee Services for Qualified Retirement Plans

QTC offers its services for the following plans:

  • Single Employer Plans
  • Multiple Employer Plans (MEPs)
  • Pooled Employer Plans (PEPs)


Our Experience

QTC is currently serving as the plan trustee for dozens of single and pooled employer plans held with various record-keepers (John Hancock, Voya, Empower, and more).

Our Role as a Plan Trustee

QTC carries out its Corporate Trustee work in the interest of the plan participants and their beneficiaries. We work diligently to ensure our duties are performed in accordance with the Employee Retirement Income Security Act of 1974 (ERISA). 

Qualified Trust Company

The Benefits of having a Corporate Trustee for your Plan

  • Plans are professionally administered in accordance with the plan document and government regulations. 
  • Plan transactions will be actively monitored and reviewed. 
  • Plan documents are complete and amended to reflect changes in legislation.

QTC's Team

Our team includes experienced financial professionals ready to help administer your plan. We have experience working with multiple record keepers in the retirement plan industry, and we are ready to serve your team as well!

Ready to Reach Out?

Our contact information is below. Please have the following information ready before contacting QTC:

  • Full company name
  • Name and contact information of someone QTC can contact at your company
  • Full Name of the retirement plan
  • Full EIN of retirement plan

Contact Us

Qualified Trust Company

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Our Contact Information

  • Phone: (480) 629-5830
  • Fax:  (832) 252-9650 
  • Email:  distributions@qualifiedtrust.com 

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