Bank Trust Channels

RD creates a close working relationship with our Bank clients that provide retirement plan services to their market place.

RD views itself as an extension of the Bank as it delivers an outsource solution for TPA and recordkeeping services. We allow our Bank clients to custom brand our service with their logo and color scheme to have the same look and feel as their product. RD can customize all printed materials for you. Clients can then visit the Bank’s web site and link over to our participant and plan sponsor logon page to access their accounts.

The Bank may custody the assets themselves or elect to use one of RD’s prestigious custody platform alternatives. This would allow the Bank to leverage revenue sharing, late day trading \ same day exchange feature along with self-directed brokerage accounts.

RD handles all of the operational aspects of servicing retirement plans so our Bank clients may focus on what is crucial – strengthen the existing client relationship and growing their business.