Experienced trust administrators for Rabbi Trusts, Securities Custody and Reporting, Employee Communications, and more

Trustee Services

Evercore Trust offers a full range of trustee services to employee benefit plans, including defined benefit plans, defined contribution plans, and VEBAs.

Working closely with the company's employee benefits personnel, we determine the best approach to managing the account in accordance with the trust agreement and applicable law. Different plans require different types of trust and fiduciary services. Accordingly, our experienced trust administrators focus on providing the most responsive, secure, and technologically advanced services for a variety of trust services, including:

  • Grantor (Rabbi Trusts) For Non-Qualified Plans

  • Income and Cash Management

  • Securities Custody and Reporting

  • Employee Communications

  • Interaction with Record Keepers

  • Discretionary and Directed Trustee