Plan Administration and Trustee Services

SMITH HAYES will assist you in finding a record keeper and trustee that best meets your needs. SMITH HAYES does not provide these services internally, but works with numerous providers to bring you the best possible administration and trust services.

Any number of administrators is available to provide record keeping for your plan. We at SMITH HAYES have the ability to work with any of them. The attributes we look for in an administrator include:

• Effective Personnel
  
• Advanced Software Capabilities
  
• Strong Commitment to Service
  
• Competitive Pricing
  
• Corporate Strength and Experience
  

Each record keeper offers features that range from basic quarterly statements to daily valuation via a Voice Response Unit (VRU) and interactive Internet access. Based on your needs, we will help tailor a plan that is right for you. A wide selection of plan trustees is also available and we are ready to help you find the trustee best suited to your plan.